Thank you for your interest in our company and for visiting our website.
BDC Capital Management is an independent, fee-only financial planning and investment management firm providing comprehensive planning solutions for individuals, families, family-owned businesses, and Christian charitable organizations. Our goal is to help you make personal, practical applications of Biblical financial precepts.
BDC Capital Management also provides you the opportunity to invest morally, yet intelligently. Our Biblically Responsible Investing (BRI) portfolio screening service identifies corporate activities that are of concern to Christian investors. With BRI, we can help you avoid participation in companies that are violating Biblical principles – and, in like fashion, actively participate and support those companies that adhere to the faith based principles by which you live.
To learn more about us, read our Mission Statement, and review a list of Frequently Asked Questions. Or better still, call us. We’ll show you how good it can feel to align your finances with your values.
Frequently Asked Questions (FAQ)
How is BDC Capital Management different from other financial planning and investing firms?
Our difference is basically threefold: we counsel from a Biblical world view; we allow clients to extend their stewardship goals through Biblically Responsible Investing (BRI); and we employ Tactical Portfolio Management, which uses the careful analysis of supply and demand relationships between stocks, bonds and cash to make our investment portfolios more responsive to market volatility and resilient to market risk.
What services does BDC Capital Management offer families?
BDC Capital Management serves families and individuals through investment management, strategic tax planning, retirement planning and estate planning services.
What is Tactical Portfolio Management?
Our proprietary Tactical Portfolio Management discipline allows us to measure basic supply and demand relationships between stocks, bonds and cash so that we can be responsive to both bullish and bearish periods in the market. Read more.
How do you make sure I’m investing in companies that align with my values?
We take great care in screening every company involved in your portfolio. We don’t invest in companies that do business with political enemies of the United States. We also avoid investing in companies that provide a product, service or support for anti-family efforts.
Do I need to have a certain amount of money to start investing with your firm?
We are honored to serve clients large and small, with millions to invest or just a few dollars. Our only requirement is your commitment to your financial goals – and we consider ourselves privileged to help you pursue them.
How are you compensated for working for your clients?
BDC Capital Management is a fee-only firm. We are discretionary money managers typically charging a percentage of the assets under management, subject to a minimum annual fee. This aligns our purposes with yours – to pursue long-term relationships dedicated to your financial goals.
Our Mission and Values
Our mission is to help you with all aspects of financial planning so that your resources are effectively focused on achieving those financial goals that are of the greatest importance to you. We specialize in designing portfolios that hold solid investment positions while protecting the integrity of your values.
It is our goal to provide the sound financial guidance that will help you make favorable decisions about your personal circumstances, and that will help protect your portfolio under changing market conditions.
At BDC Capital Management, we know that we serve you. As an independent fee-only firm, we are not restricted by the requirements of outside shareholders or Broker/Dealer platforms. Our fees are tied to the value of your portfolio, to your needs and to your agenda. This allows us to take an objective approach that’s based on relationships, not simply transactions.
Our values include:
- Telling the truth and always being candid
- Keeping our promise to you
- Working hard
- Putting your interests before our bottom line
- Respecting every person who works here
- Staying in touch with those we serve, to be sure we are bringing them what they need