The BCIA Blueprint
Everyone has a story, so tell us about yourself. We'll use what we know to craft an Investment Policy Statement (The BCIA Blueprint) and build custom portfolios using your unique goals and objectives. Here's what we consider:
Return requirements
How much money does your money need to make? We can help you meet your goals and sustain them.
Taxes, taxes, taxes
Each tax situation is a unique and necessary consideration. Taxes are a priority we can help you review and prepare for.
Risk
We will review your ability and willingness to take on risk and factor it into your Blueprint.
Income needs
What liquidity needs or purchasing power do you have or will you need? From everyday living to unexpected expenses.
Time horizon
When will you have met your goals? What important milestones need to be incorporated into your Blueprint?
Special considerations
Your personal situation is different than anyone else's—and it plays a large part in your Blueprint. We'll take it all into account.
The Home Stretch
Once we've reviewed everything, we put it all together into your BCIA Blueprint—complete with defined goals for your money and a plan to help you stay on track. Constant communication and monitoring means that we'll review your progress and update your plan whenever needed.