BMA Advisors, LLC

BMA Advisors, LLC provides discretionary investment management for individuals (including high-net-worth clients), trusts, retirement accounts, corporations, charities, and institutions, managing portfolios composed exclusively of publicly traded securities with a focus on growth and income. The firm onboards clients with a comprehensive financial questionnaire and tailors portfolios to stated objectives, time horizon, and risk tolerance.

The firm follows an active, value-disciplined investment approach that emphasizes domestic and select international equities, ETFs, government securities, and select mutual funds, relying on quantitative screening and a proprietary 10‑point scoring system to identify undervalued opportunities. Portfolio construction typically combines buy‑and‑hold positions with tactical adjustments and, for suitable accounts, conservative option-writing strategies (selling puts and covered calls) to seek incremental income.

Noteworthy for a firm of its size, BMA formerly offered performance‑based “fulcrum” fee arrangements but discontinued those agreements as of December 31, 2025, and has also eliminated a range of financial planning and consulting services effective the same date, narrowing its service scope. The firm operates with a small team of full‑time principals who manage accounts in‑house without outsourcing and who bring substantial broker‑dealer and operational experience to portfolio oversight.