A complete list of active advisors currently associated with BCS Private Wealth Management
Warmer can help you find a great advisor at BCS Private Wealth Management or one who fits your needs even better.
BCS Private Wealth Management serves individuals (including high-net-worth clients), corporations and other business entities, and also accepts investments from pooled investment vehicles. The firm provides discretionary investment management, financial planning, and divorce mediation services, and acts as adviser to privately offered pooled vehicles (BCS Family Fund I and II). The firm manages roughly $470 million in discretionary assets for about 213 client accounts and delivers tailored portfolios using equities, fixed income, exchange-traded funds and mutual funds, with ongoing monitoring and implementation coordination with clients’ other professionals. BCS employs multiple methods of analysis (charting, fundamental and technical) and may, in limited circumstances where deemed beneficial, engage in more active trading. Distinctive aspects include its role as a private fund adviser under common control with the funds’ general partner—a relationship the firm discloses and manages through fund offering documents and audited financial statements used to meet custody-related requirements. In addition, certain firm personnel are licensed insurance producers who may recommend insurance or annuity products for separate compensation, and the firm offers ancillary services such as divorce mediation and limited notary services.
To learn more about the advisors currently working at BCS Private Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Rumson, NJ
| 20
| |
Rumson, NJ
| 16
| |
Atlantic Highlands, NJ
| 35
| |
Rumson, NJ
| 10
|
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