BCM Hedge Fund Advisory Services

BCM Hedge Fund Advisory Service offers investors the ability to build a direct custom hedge fund portfolio or to add a layer of oversight to existing hedge fund portfolios. We construct and monitor direct portfolios, handling all aspects of the due diligence process, quantitative and qualitative analysis, and ongoing performance monitoring and measurement. Each client portfolio is uniquely tailored based on the client’s risk tolerance and return perimeters, summarized with a quarterly report and review on an individualized basis. BCM Hedge Fund Advisory Services provides guidance and analysis to pre-existing portfolios as well as the construction of new hedge fund portfolios from scratch.

BCM Hedge Fund Advisory Services
 

Why should hedge fund investors seek professional help? For most investors, navigating the approximate 10,000 existing hedge funds is overwhelming, complex and time consuming. BCM Hedge Fund Advisory Services helps investors address this challenge. Our team is constantly assessing and reassessing hedge funds and actively monitoring a highly filtered set of hedge funds. In addition to quantitative and qualitative screens for performance metrics, our filtering process includes an operations and technology infrastructure analysis.

Before constructing a sound hedge fund portfolio for clients we first work to understand the investor's financial needs. Working with our clients to determine their specific investment objectives, risk tolerance, and time horizon are important first steps in creating a hedge fund portfolio that is truly custom tailored. Only then do we begin introducing what we view to be the best funds in their respective investment classification for our client's consideration.

BCM Hedge Fund Advisory Services currently handles a number of custom mandates, including ultra-high net worth individuals, charitable foundations, family offices, non-profits and endowments.