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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 

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