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Investment Management

Investment Management

At BDC Capital Management, we consider ourselves stewards of your investments, and that is a role we will never take lightly. Here, we focus on Biblically Responsible Investing and smart investing. We combine both fundamental and technical principles, using a disciplined approach called Tactical Investment Management.

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Strategic Tax Planning

When taxes can take more than half your annual income, it’s essential to take a proactive approach to minimize your tax burden. We offer clients a comprehensive review of their income and assets to strategically minimize taxes and save for the people and missions they love.

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Retirement Planning

When it comes to retirement planning, how much is enough? Our goal is to help you determine that, and to guide you as you work toward a positive experience in the second half of your life. As a saver and a steward, you could be more free to serve during your retirement if your finances are well planned.

BDC Capital Management helps you make this happen, with more than 30 years of experience in financial management. We’ll work with you to determine your comfort level of risk, and through allocation diversification, we can help minimize that risk. Our services in this area include?

Retirement Planning

Estate Planning

You’ve made it a priority to provide for your family. At BDC Capital Management, we’ll help you continue to provide for them for generations to come, through careful estate planning that is aligned with your values.

Our first step is to listen carefully to understand your values, needs and goals. We then discuss the proper roles of wills, trusts – including special needs trusts – power of attorney and pro-life medical directives. We’ll review asset wealth preservation strategies, which can be addressed economically through the proper titling of assets and appropriate beneficiary arrangements.

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