BMCM Finance

BMCM Finance provides discretionary investment management to individuals, trusts, institutions, and pension plans, offering services such as asset allocation, portfolio monitoring, and security and commodity selection. The firm also offers tax advice and preparation as part of its business and is registered to provide commodity trading advice.

The firm’s investment approach is driven by capturing dynamic long-term risk premiums through exposures to broad asset classes and individual securities, and by using derivatives — including options, futures and currency futures — for volatility pricing and efficient capital utilization. Portfolios are actively managed under discretionary authority and can be tailored by documented guidelines that limit or exclude direct exposure to specified securities or commodities.

Distinctive features include the firm’s registration as a commodity trading advisor and explicit use of derivatives that the brochure notes can produce losses greater than the capital initially allocated, a characteristic that is less common among similarly categorized managers. The firm operates with modest assets under management and a small advisory team, combines investment management with tax-preparation services, and discloses that the lead advisor maintains separate outside employment while allocating roughly 40 hours per month to firm activities.