Bolgiano Capital Management

Bolgiano Capital Management serves individual and high-net-worth clients as well as corporations and retirement plans, providing discretionary portfolio management, financial planning, and limited-scope retirement plan advisory and participant education delivered through third‑party recordkeepers. The firm works with individual accounts and plan sponsors to build Investment Policy Statements tailored to each client’s goals, risk tolerance, and time horizon.

The firm typically manages accounts on a discretionary basis and employs fundamental, technical, and cyclical analysis along with a core/satellite framework and quantitative screening to construct portfolios. BCM also discloses use of derivatives (including options writing and spread strategies) in separately managed accounts and lists a broad investment universe that includes ETFs, private placements, and cryptocurrencies.

Noteworthy for a firm of its size, BCM is operationally affiliated with an affiliated tax and business services practice that shares office resources and staff and to which the principal devotes significant time during tax season; that relationship is disclosed as a potential source of overlapping services. The combination of serving corporate/plan clients through platforms such as ADP and explicitly using derivatives and crypto exposures in managed accounts is less common among independent advisors with similar assets under management.