Our Approach

Our approach is different. Because our clients are different.

What is most important to you? BBIM will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, transparent and independent guidance, maintaining open and regular channels of communication, listening to you, and keeping you informed.

Business Philosophy - YOU are at the heart of everything we do!



Our Process

1) Detailed Discovery 

• "You" (history, family, business)
• Long Term Goals

• Financial Plan
• Investment Portfolio
• Other Services if necessary

• Initiate Financial Plan
• Phase in Investment Recommendation
• Documentation

• According to Plan
• Adjustments to Model
• Regular Communication Schedule

• Detailed sector research (top down) leading to sector rotation investing... with particular focus on the vast & lucrative US market.
• Company fundamental and technical analysis (bottom up)
• Market volatility = event driven opportunities (buy low)
• Utilizing industry participants for small cap investing
• Defense