We are a New York State Corporation located in Connecticut. We do not physically handle or have custody of any funds or securities; all investments and cash are domiciled at one of the major brokerage houses. We secure limited power of attorney from clients for the express purpose of making applicable transactions. Our clients receive a copy of all trade confirmations, as well as monthly statements from the brokerage house. In addition, BMC provides a semi-annual statement.
Our accounts are monitored, and periodic discussions with our clients allow us to reassess established investment objectives making adjustments, as warranted.