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BCM Overview

- 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