Pooled Accounts

On occasion, a Portfolio Manager may determine that a separately managed approach is not optimal for a client. This may occur with smaller-sized accounts where it is not possible to provide appropriate diversification in a cost-effective way. In such cases, proprietary investment pools are offered that hold a portfolio of securities that reflect BCV’s separately managed strategies. The advantage of these proprietary pooled funds is that they provide full diversification, BCV’s professional management and cost effectiveness for small accounts.