Atlantic Highlands, NJ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
BCS Private Wealth Management
Team
Firm-wide stats for BCS Private Wealth Management
About
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.
Based on BCS Private Wealth Management
Expertise
Based on BCS Private Wealth Management
Location
726 Kings Hwy East
Atlantic Highlands NJ 07716
Advisors at this office
1
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