Comprehensive Infrastructure
Comprehensive Infrastructure-Column Content
360ᵒ Platform solutions
Whether you're an RIA, Broker-Dealer, or FMO/IMO, we can help you leverage the entire spectrum of our turn-key infrastructure.
Turn-key Advisory Solution
Whether you're new to the advisory business, looking for help to grow your existing practice, or adding fee-based money management to your services, BCM offers all the resources you need.
Dean Zayed: BCM's Turn-Key Platform
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Operational Support
Dedicated team of specialists to assist you with any business and investment requests
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Investment Solutions
Strategies based on a risk-managed approach
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Marketing
Complete marketing solution to attract and retain clients
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Education & Training
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Customized advisor training and education
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Transforming Your "Fixed" Business: The Series 65 Solution
What if there was a way to transform your current fixed insurance assets into a thriving financial advisory business? Well, there is a way. The Series 65 Solution.
BCM Benefits at a Glance
- Cost-effective wrap fee program
- Access to TD Ameritrade Automated Customer Account Transfer (ACAT) system
- Low-minimum separately managed accounts (SMAs)
- Multiple trading strategies
- Compliance support
- Comprehensive marketing support
- State-of-the-art software tools
- Customized investment proposals and case design
- Dedicated investment advisory specialist
- Expert training and continuing education
- Annual advanced training conference
- Scheduled targeted advisor communications
- On-demand consolidated performance reports