A complete list of active advisors currently associated with BC Advisors, LLC

Warmer can help you find a great advisor at BC Advisors, LLC or one who fits your needs even better.

BC Advisors provides ongoing investment advisory and portfolio management services, including consolidated performance reporting and security‑level analysis, to high‑net‑worth individuals, family trusts, pension and profit‑sharing plans, and other institutional clients. The firm’s client base is concentrated among high‑net‑worth clients and does not focus on non‑HNW retail individuals. The firm predominantly operates on a non‑discretionary basis, making recommendations after fundamental analysis supplemented by charting and cyclical review, and employing long‑term, short‑term, trading, options and alternative strategies as appropriate. BC Advisors may recommend third‑party money managers for implementation and performs ongoing due diligence and monitoring of those managers while taking clients’ tax considerations, time horizons and risk tolerances into account. Noteworthy aspects relative to peers include the unusually large share of assets managed on a non‑discretionary basis and the absence of standalone financial planning services, with the firm instead concentrating on investment selection and reporting. The firm is affiliated with a broker‑dealer and its personnel hold broker‑dealer and insurance registrations, which can give rise to commissionable product recommendations that the firm addresses through disclosure, potential fee offsets, and allowing clients to direct brokerage.

To learn more about the advisors currently working at BC Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.