Portfolio Management

Typically, the starting point in creating a portfolio is clearly defining a client’s investment objectives. These objectives may be current income, capital appreciation, capital preservation, or a combination of these. In addition, a client’s portfolio must be consistent with his or her risk tolerance level. Once the objectives and risk tolerance have been identified, customized portfolios can be developed to help clients achieve their financial goals.

BCS Wealth Management, LLC offers a variety of investment options to build a personalized portfolio to fit every client’s needs.  These include:

  • Stocks
  • Corporate Bonds
  • Municipal Bonds
  • US Treasuries
  • REITS
  • Options
  • Variable Annuities
  • Fixed Annuities
  • CDs
  • Mutual Funds
  • ETFs

We also have available the following account registrations:

  • Individual Brokerage
  • Joint Brokerage
  • IRAs
  • Roth IRAs
  • Payable on Death
  • Trusts
  • Estates
  • Corporate

Please contact us to schedule a complimentary consultation to determine how we can help you reach your financial goals.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Investments through PKS or RIA are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY