A complete list of active advisors currently associated with BSC Capital Partners, LLC
Warmer can help you find a great advisor at BSC Capital Partners, LLC or one who fits your needs even better.
BSC Capital Partners provides investment advice and portfolio management primarily to individual clients, including high‑net‑worth households, and to certain corporate or business entities. The firm delivers discretionary asset management alongside financial planning and consulting services, with investment‑advisory fees assessed as a percentage of assets under management and planning engagements offered on hourly or fixed‑fee bases. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing global diversification implemented largely through mutual funds and exchange‑traded funds, periodic rebalancing, and a preference against market timing or speculative security selection. Asset management is conducted on a discretionary basis subject to client‑imposed restrictions, while financial planning engagements produce written plans or one‑time consultations and do not include ongoing investment monitoring unless a separate management agreement is executed. Notably, the adviser is affiliated with an accounting and tax services entity and several of its representatives hold CPA and Personal Financial Specialist credentials; the advisory and accounting entities may refer clients to one another, with the brochure stating no referral compensation and no obligation for clients to use the affiliated accounting services. This integrated advisor–accountant relationship is relatively uncommon for firms of this type and can facilitate coordination of tax and investment matters, a potential benefit that the firm says it manages through disclosure and internal policies.
To learn more about the advisors currently working at BSC Capital Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Des Moines, IA
| 17
| |
West Des Moines, IA
| 6
| |
West Des Moines, IA
| 26
|
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