|
Mission and Commitment Statement
Our sole mission is to focus all of our efforts and expertise on helping you
realize your individual Asset and Wealth Management goals.
We commit to accomplishing this mission while at all times remembering
that your best interest - as our client - always comes first.
|
|
|
- John W. Byrd -
|
|
President, BCMA, Inc.
|
Overview - Byrd Capital is an SEC registered fee-only advisor providing comprehensive Asset and Wealth Management along with Financial Life Planning services.
We specialize in working with private individuals and families who are interested in conservative asset management as well as sound, dependable advice. We also provide our services to select institutional investors such as pension and non-profit funds.
Our services are specifically structured to provide you with maximum flexibility.
For example, you may engage us strictly as an Asset Manager, or you may choose a relationship that involves our full Wealth Management and Life Planning guidance and counsel.
The level and depth of our relationship is always up to you.
(Learn more)
Conflict-Free Asset Management - Most advisors today work for - or have an affiliation with - a stock broker and/or an insurance company. In our opinion, this type of relationship creates too many opportunities for significant conflicts of interest.
We strongly feel that an environment where advisors give advice and offer recommendations that provide compensation to the advisor through streams of income directly from the investments themselves is not an environment that builds sustainable mutual trust and respect.
Byrd Capital has an entirely different view!
We have no such affiliations and therefore, none of these conflicts because we are a fee-only firm!
This is important when you are our client because it means that we are never influenced or pressured to recommend investments or strategies that are encumbered with commissions or other sources of conflict of interest.
You can be comfortable knowing that every aspect of our relationship will be singularly guided by the goals you are seeking to accomplish combined with what is in your best interest.
Financial Life Planning - Byrd Capital's unique Financial Life Planning process uses a values-based and financially holistic methodology.
The cornerstone of which is to clearly understand why you invest, not just focusing on what you have to invest.
We work to understand the true "purpose of your money" and then to help you align your assets and resources with this specific "purpose".
(Learn more)
Your Trusted Advisor - Regardless of the depth and level of our involvement with you, the long-term objective of our relationship will be simple - to have you consider us as your Trusted Advisor.
This means that you are comfortable turning to us at any time for honest and objective counsel because we have earned your trust and confidence.
NEXT>>> Meet Byrd Capital
|