A Focus on Maximizing Portfolio Efficiency and the Trade-Off Between Risk and Return
- Scientific Approach to Public Market Investing
- Experiential and Knowledge Based Approach to Alternative Investments
- Our Employees Follow the Same Strategies Recommended to Our Investors
A Focus on Active Communication and Providing Services that Preserve, Enhance and Create Wealth
- Personalized Service of a Small Firm Combined with Resources and Expertise of a Large Firm
- Comprehensive Quarterly Performance Statements, Including Public and Private Investments
- On-going Coordination of Estate, Tax and Investment Plans
A Focus on Keeping Fees Low and Transparent
- Fee-Only Advice
- Provided in an Easy-to-Understand Format
- Independent Firm that Accepts no Commissions, Referral Fees or Any Other Form of Compensation From Any Outside Source
- From the Out-Set, Prospective Clients will Receive a Clear and Comprehensive Accounting of the Fees they will Pay by Working With BIP
A Focus on High Quality Personnel with Over 80 Years of Combined Investment Experience
- (2) CERTIFIED FINANCIAL PLANNER™ Practitioners, (1) CFA Charterholder (Charter Financial Analyst), (4) Masters of Business Administration, (1) Master of Science in Quantitative and Computational Finance
- Work collaboratively with Network of Trusted Accounting and Legal Professionals
