BCD Advisors

Overview

BCD Advisors is an independent registered investment adviser that focuses on serving individual and family clients with a mix of advisory services: financial planning, portfolio management for individuals and small businesses, and the selection and oversight of other advisers. The firm functions as a capital allocator, combining in-house management of publicly traded securities with access to third-party managers and alternative offerings. Its stated fee arrangements include percentage-of-assets, hourly, and fixed-fee engagements, which supports both ongoing portfolio relationships and project-based planning work. The firm shows a clear tilt toward equity markets as its primary investment vehicle, while retaining the flexibility to deploy alternatives and insurance products where they fit client goals. Because a large portion of assets are managed on a non-discretionary basis, BCD Advisors appears to operate with a client-involved decision process for many accounts, relying on client approval for trades or strategy shifts in those relationships. The firm also works with outside managers and advisers when specialized expertise or alternative access is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices