Investment Advisory

Our investment process starts with a thorough analysis of our client’s holdings and a comprehensive discussion of their short and long-term financial objectives and risk tolerance. Investments are an integral part of our client’s overall financial plan. For this reason, we require a complete understanding of each aspect of our client’s finances before we make our initial investment recommendations. Once we have established a dialogue, a formal investment policy is discussed and implemented with an appropriate asset allocation and selection of the most qualified and independent asset managers.

The following are some of the services we provide:

• Creation of investment policy statement
• Client education & asset class selection
• Manager selection & review
• Efficient asset allocation
• Consolidated reporting
• Ongoing monitoring

BPM Wealth Management, LLC is a CA Registered Investment Advisor. It is not an accounting firm, is not licensed by the California State Board of Accountancy nor does it render legal advice. Securities and insurance services offered through BPM Insurance Services, LLC, member FINRA/SIPC, 600 California Street, Suite 1330, San Francisco, CA 94107 (415)477-8600. CA License #0D28746. Securities also offered through ValMark Securities, Inc. member FINRA/SIPC. 130 Springside Drive, Suite 300, Akron, OH 44333-2431. (800)765-520l. BPM and ValMark are separate entities.