Bcp Advisors LLC

BCP Advisors LLC, established in 2010 and registered as an Investment Adviser with the SEC since 2018, specializes in providing asset allocation and investment management services on a discretionary basis. The firm conducts business under the trade name "Vestiva" and offers services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and foreign investment advisers. They provide both discretionary and non-discretionary investment advisory services, with assets under management totaling $291,662,177 as of December 31, 2024. The firm's investment philosophy is based on the Modern Portfolio Theory, aiming to maximize returns while minimizing risk through diversification. BCP Advisors primarily uses ETFs and UCITS in its model portfolios to ensure global diversification and liquidity. Clients' investments are managed algorithmically, with portfolios monitored and rebalanced according to standardized parameters. BCP Advisors charges advisory fees based on a percentage of assets under management, with tiered fee structures ranging from 1.85% for the first $100,000 to 1.10% for amounts over $1,000,001. The firm does not charge performance-based fees and does not receive soft dollar benefits. Clients are encouraged to review account statements provided by the custodian and compare them with reports from the firm. The firm's investment advisers have experience in capital markets and are required to act in the best interest of clients at all times. BCP Advisors does not have any disciplinary events to report and maintains compliance with regulatory standards. The firm's investment strategies are designed to align with client risk tolerance and investment objectives, with a focus on transparency and client satisfaction.