Date: January 2011
19 posts in January 2011
Is there any kind of lock-up or reason why I can’t move my account if I am dissatisfied?
January 13, 2011
There is no lock-up for funds invested with us.
Sometimes I need financial guidance on things that don’t have anything to do with my account; are you willing to help me with these other issues?
January 13, 2011
We strive to be our clients’ first stop for all of their financial advice, and encourage our clients to contact us with any questions they may have surrounding any of their financial needs. If we do not have a sufficient answer to a question right away we will often consult with any number of experts…
Who is Western International Securities, Inc?
January 13, 2011
Western International Securities, Inc. (WIS) is an independent securities firm that provides Financial Advisors with compliance and back office support. They are a Registered Broker Dealer and a Registered Investment Advisor. Western International Securities has a clearing relationship with JP Morgan Clearing Corp and works with independent advisory firms like BCS. Should you desire to…
What is the relationship between Western International Securities and JP Morgan Clearing Corp?
January 13, 2011
Western International Securities’ clearing firm is J.P. Morgan Clearing Corp (JPMCC). JPMCC provides the following: Certain custody services for clients’ accounts Account protection for clients through SIPC Services incidental to the clearance and settlement of transactions Margin credit to clients’ accounts carried by it
Are accounts protected under the Securities Investor Protection Corporation (SIPC) and the Federal Deposit Insurance Corporation (FDIC)?
January 13, 2011
All accounts are protected under SIPC and all eligible deposits are insured by the FDIC.
What services do BCS Private Wealth Management’s clients receive?
January 13, 2011
All of our clients can access their accounts online and receive monthly statements and trade confirmations. We send all of our clients a quarterly newsletter and ensure that we keep them updated as to any changes in their portfolio. We also offer financial plans to all of our clients at no extra charge. This can…
Who are BCS Private Wealth Management’s typical clients?
January 13, 2011
The most common trait amongst all of our clients is that they want sound, unbiased advice and someone to manage their assets with their best interests in mind. Our types of clients vary from individuals to foundations to hedge funds and beyond. Generally they do not have the time, expertise, or desire to manage their…
John Caroli
January 11, 2011
John provides portfolio management and financial planning services to clients. Prior to starting BCS, John was with UBS for over 10 years where he was a First Vice President and a Senior Portfolio Manager. Prior to that, John was a municipal bond trader with Robert R. Meredith & Company. He began his professional career as…
David “Scott” Schiff
January 11, 2011
David specializes in estate planning strategies, alternative investments, and wealth management services. Prior to co-founding BCS, David was a Vice President and Financial Advisor at UBS and has over 20 years of investing experience in Alternative Investments (Private Equity, Venture Capital, Hedge Funds, Fund of Funds, etc…). He previously worked as a Mergers and Acquisitions…