BCM Overview

Our Approach

  • Independent investment advisory firm registered with the Securities & Exchange Commission
  • Main office located in Centerville, Ohio with associate offices in Dayton, Toledo, Westerville, and Lebanon, Ohio
  • Over $250 million in assets under management
  • Total of 14 staff members and associates
  • Customized portfolio management based on each client’s investment goals and risk tolerances
  • Blended research approach takes advantage of both value and growth opportunities
  • In-house research process focusing on sector allocation and individual security selection