We're committed to provide an optimal client experience.
Our approach is personalized, built around your goals handling portfolios on both a discretionary and non-discretionary basis. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team will listen to what's important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
Our team has the collective expertise to advise you both personally and professionally.
We're here to help with all your financial priorities at every stage of your life, providing an unbiased, all encompasing approach that considers all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning and philanthropic giving.
BMO Financial Group; Backed by a 200-year legacy of trust.
Wealth Management involves much more than just traditional investment advice. Areas such as financial, estate, insurance, and business succession planning are key components to managing wealth.
As Portfolio Managers, we construct your portfolio and select the securities in keeping with your Investment Policy Statement.
Your investment strategy will be designed and managed according to your clearly documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every single transaction.
This type of Discretionary portfolio management is an ideal tool for many of the following:
• Busy professionals, executives and business owners
• Retirees who travel often or have busy lifestyles
• Recipients of inheritances or other significant lump sums
• Individuals responsible for sizable family trusts
• Trustees of charities, foundations and endowments
The Behan Barnum Investment Management Group takes pride in simplifying this wealth management puzzle for our clients by developing and implementing specific strategies designed to help build, protect and transfer their wealth to future generations.
With an aging population, a growing number of our clients are relying on income from their portfolios. We have an established history of keeping our clients' portfolios and their cash flow ahead of inflation and taxes. Income generation is also useful in helping clients with lower risk tolerance achieve their goals and our ability to directly manage portfolios on a discretionary basis go a long way to freeing up time for retirement fun.
Our team is comprised of four professionals with over a century of combined industry experience. Together, we have the knowledge, expertise and resources available to deliver solutions to meet the needs of our clients and their families.