YOUR PRACTICE IS BETTER SERVED
BY SERVING CLIENTS BETTER
Discover You + BCD Advisors and Discover Better Service.
Founded on the principles of fiduciary responsibility, BCD Advisors enables you to supply tailored investment strategies based on your clients’ unique goals, putting their interests above all else.
BCD Advisors is a registered investment advisor. Our thorough understanding of the industry allows us to identify professional money managers who can build a portfolio that suits your clients’ individual needs.
Through BCD Advisors and the Harris Financial Solutions family of companies, we offer a choice of financial products and services including insurance, investment advisory services, asset management and more.
THE BCD ADVANTAGE
PRACTICE MANAGEMENT & SUPPORT SERVICES
From the start, we provide an assigned business consultant, online performance reporting (Orion), access to Portfolio Analysis Review service (with complimentary Morningstar reports), fast-start affiliation program, a walk-through guide to transitioning firms, client/prospect notification letters, portfolio management training and more.
PROFESSIONALLY MANAGED PORTFOLIOS
Our approach is to seek a variety of professional money managers who have experience in meeting the needs of investors. Our suite of managers gives you access to dozens of investment portfolios that span the full risk spectrum.
COMPLIANCE DEPARTMENT
Our “common-sense compliance” philosophy is based on doing what’s right for clients and is guided by our compliance professionals who offer a wide breadth of regulatory and operational knowledge. BCD Advisors provides our financial professionals with a clear set of standards and guidelines for conducting business with full client disclosures, ethics and compliance based on regulatory and legal requirements
SALES SYSTEMS
The New Generation Retirement system includes comprehensive checklists, video tutorials, step-by-step appointment instructions, pre-designed advertising, business documents and more…all to meet the needs of today’s sophisticated investor. The pre-reviewed system includes:
- Portfolio Analysis
- Retirement Insurance
- Tax Strategies
- Premium Finance
- And more…
Contact BCD Advisors at 855-874-5811 to learn more…
Keith Harris
Senior Partner
Office: 855-874-5188 Fax: 855-667-4088
Email: keith@bcdadvisors.net