BCM Overview

  • Independent investment advisory firm registered with the Securities & Exchange Commission
  • Main office located in Centerville, Ohio with associate offices in Toledo, Westerville, and Lebanon
  • Over $475 million in assets under management
  • BCM and its affiliated firms bring together the talents and experience of 36 professionals
  • 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

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6856 Loop Rd. Dayton, Ohio 45459 • (937) 435-2742 • (800) 354-6837 • Fax (937) 435-3083
212 N Broadway St, Lebanon OH 45036 • (937) 305-3210
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