Beaumont Capital Management (BCM) Information

website: www.investbcm.com phone: 844-401-7699 Beaumont Capital Management (BCM) offers a wide range of innovative, ETF-based investment solutions to advisors, institutional investors and retirement plans. Our core growth strategies with defensive capabilities aim to provide investors with upside participation while seeking to protect against large market downturns. Beaumont Financial Partners, Beaumont’s wealth management practice, has been investing for private and institutional clients since 1981. After helping our clients traverse the most recent financial crisis, our clients were looking for investment solutions with the potential to avoid large portfolio losses like those of the previous 10 years. In 2009, we institutionalized our investment philosophy Beaumont employed for decades, and BCM was created to deliver tactical, rules-based investment strategies. We focus on risk management, transparency and cost efficiency. Clients can opt for diversified, packaged solutions or focused, core strategies; and can select from purely quantitative strategies or portfolios that combine quantitative and fundamental approaches. We invest solely in long-only ETFs to avoid complicating factors like margin, leverage, and other similar factors. Our background in wealth management helps us see the markets through the lens of an advisor and manage the risks that their clients care about. We focus on forming long-lasting relationships with financial advisors and plan sponsors. Our consultants assist with overall asset allocation and investment portfolio recommendations, so advisors can focus on growing their practice.