BCV Asset Management Inc. is an asset management firm dedicated to building and protecting client wealth, seeking to maximize long-term returns while minimizing risk. We offer an alternative to mass-market investment products, creating customized investment portfolios within Separately Managed Accounts. We provide a high level of personalized and professional service and ensure that clients have a direct relationship with the Portfolio Manager entrusted with managing their wealth. We are able to provide this discretionary portfolio management service to investors whose household has a minimum of 300 thousand dollars of investable assets and are seeking alternatives to mutual funds or brokerage wrap accounts.
BCV Asset Management Inc. was founded in 2007. The company is an independent company, wholly owned by its employees and key business partners. These owners include a team of well-mentored, experienced investment professionals, supported in the day-to-day operations by a team with extensive experience in the financial services industry. The ownership group is completed by a number of outside advisors with considerable experience in the financial planning, legal, banking, and information technology fields.