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