Category: FAQs
13 posts categorized as "FAQs"
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…