Our Specializations in Wealth Management

Financial and Retirement Planning

BCAP offers financial and retirement planning services.

Like our project consulting services, we conduct an initial meeting to determine your specific needs and expectations. There is no charge for our initial meeting. From our initial meeting, we will develop a project estimate/plan outlining the scope of the analysis to be performed.

The results of our analysis are designed to help you identify and maximize the factors key to your personal success.

Project Consulting

BCAP offers project consulting services to both individual and institutional investors.

For all project consulting services, we conduct an initial meeting to determine the client’s specific needs and expectations of the project work. There is no charge for our initial meeting.

From the initial meeting, we will develop a project estimate/plan outlining the customized work you wish BCAP to perform.

Expert Witness – Securities Litigation

BCAP is dedicated to serving the needs of attorneys representing investors who have valid claims against brokerage firms and their product representatives (stockbrokers) who have failed to meet standards of care under securities law.

Our litigation support includes:

  • 1 Expert Witness
  • 2 Damage Estimates
  • 3 Performance “autopsies”
  • 4 CFA Institute (AIMR) compliant performance reporting
  • 5 Professional Opinion
  • 6 Portfolio Risk, Return, and Correlation Analysis
  • 7 Rebalancing and Portfolio Modeling Analysis

If you are an attorney interested in learning more about how our litigation support services can help, please contact us. If you are an investor, please contact your attorney and/or seek the guidance of a qualified securities attorney. BCAP does not accept nor pay referral fees.