BPC Advisors LLC

BPC Advisors provides discretionary and non-discretionary investment management and wealth management services to individuals (including high-net-worth clients), trusts, estates and institutions, combining portfolio oversight with financial planning and consulting. Comprehensive financial planning is typically provided as part of its discretionary wealth management services, although the firm also accepts separate project-based planning engagements.

The firm emphasizes asset allocation as the primary decision in portfolio construction and applies a quantitative, mean-variance framework to set diversified allocations across U.S. and international equities, fixed income, real estate and cash, typically implemented with ETFs and index-based mutual funds. Portfolios are managed with a long-term orientation, but the firm may reallocate or trade positions held less than one year to address client objectives, tax considerations or changing market conditions.

Distinctive features include a compact advisory team managing roughly $158 million for about 126 clients, which concentrates portfolio management within a small advisor-to-client structure and on client-designated custodial platforms. BPC Advisors operates on a fee-only AUM basis (no performance fees), generally recommends and participates in Schwab Advisor Services’ institutional platform (receiving software and support benefits that may create a conflict of interest), does not accept proxy-voting responsibility, and provides both bundled planning with management and standalone project-based planning engagements.