Since 1992, BAM has harnessed the power of managing market risk by adhering to our principles of active/dynamic tactical investing and capital preservation. Simply put, we strive to capture 75% of an up market and avoid 75% of a downmarket. Since our founding, we have been largely successful in meeting our goal and satisfying our client’s desires for market like returns while limiting portfolio volatility. Managing the risks inherent in the financial markets is a hallmark of our firm and having our clients sleep well at night (regardless of market conditions) is the greatest compliment we could get.
Our clients include individuals, associations, corporations, pension and profit sharing plans, trust accounts and individual 401k and 403b accounts. We are a fee only investment adviser investing primarily in no-load mutual funds.
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