BCK Partners, Inc.

BCK Partners, Inc. provides comprehensive financial management and portfolio management services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities, combining ongoing investment management with financial planning and consulting. The firm reports discretionary assets under management of about $212.7 million and works directly with clients through periodic in-person meetings and regular account oversight.

The firm’s investment approach blends fundamental analysis, asset allocation, and mutual fund/ETF selection with holdings in individual stocks and bonds, deploying both long- and short-term purchase strategies as appropriate to client objectives and risk tolerance. Cash balances are typically managed conservatively (bank deposits, money market funds, short-term instruments), accounts are custodied at Charles Schwab, and client accounts are reviewed at least annually.

Distinctive features include a small advisory team (two principals) overseeing a relatively large asset base and a firm policy that client accounts be maintained at Schwab, which the brochure describes as generally non‑negotiable. BCK Partners also sometimes acts as trustee for client accounts (subject to an independent annual custody audit), maintains licensed attorneys on staff though it does not provide legal services through the firm, and periodically crosses bond holdings between clients to meet liquidity needs.