The first step is to schedule a complimentary consultation with a member of our team. In this informal meeting, we’ll begin the process of getting to know you, your current situation and any challenges you may face on your financial path. We also answer any questions you may have about our team, process, fees, etc.
If we both decide that we’re a good fit to work together, we discuss next steps and schedule another meeting to move forward.
Yes. At BD8 Capital Partners, we are held to a fiduciary standard of care. This means that in addition to our ethical and personal commitment to always putting the client first, we are legally obligated to put our clients’ best interests ahead of our own, at all times and in all situations.
We serve as a fee-only advisor, which means that we charge a percentage fee based on the assets we manage on your behalf. We receive no commissions, revenue sharing, transaction fees or other product-based fees. We are solely paid based on the assets we manage.
This approach helps ensure our interests are aligned with yours: as your portfolio grows and succeeds over time, our fee, based on a fixed percentage,* grows as well. Put simply, we succeed as you succeed.
* The fee percentage declines at higher asset levels.
As part of our fiduciary obligation to you, we never hold client assets in-house. Instead, we use a trusted third-party custodian, Charles Schwab & Co. to ensure the safe keeping of all assets. Schwab houses over $7 trillion in client assets.
As the custodian, Schwab coordinates the execution, clearance and settlement of all securities transactions. The firm also prepares and distributes account statements and transaction confirmations and coordinates the receipt and delivery of assets and securities.
Yes! We are glad to meet via video conference if that is your preference.
Our investment philosophy is built on the belief that managing downside risk is just as important as optimizing performance returns. We leverage our deep analytical background and nearly 40 years of professional investment management experience at major Wall Street firms to develop and maintain a disciplined, repeatable and fundamentally sound investment process to manage positions.
All portfolios are managed in-house, using direct investments in equities, bonds and EFTs, as appropriate. We believe in the importance of providing full investment direction at a low cost, which is why we never include expensive mutual funds or other managed investment products in our clients’ portfolios.
Additional information about our investment philosophy and approach is available here.
We provide a full range of financial planning and investment management services, including the following.
• Investment Management
• Financial Planning
• Retirement Planning
• Estate Planning
• Life Transition Planning
For additional details about our service offering, visit our Services page