Our Services Investment Management
InvestmentManagement.
Portfolios we design and manage in-house for California public safety members, coordinated with your pension, 457 and retirement date.
Process
How We Invest
- 1
Plan Around Your Pension
Your pension is the foundation. We start with what it covers, then decide what your investments need to do.
- 2
Build Your Portfolio In-House
We design and manage portfolios ourselves rather than handing you off to a packaged program.
- 3
Review and Adjust
Regular reviews and rebalancing as your career, retirement date and goals change.
Accounts
Accounts We Manage
IRAs and Roth IRAs
Retirement accounts managed alongside your pension and 457.
Rollovers
Help moving prior employer plans when it makes sense for you.
Individual and Joint Accounts
Taxable investment accounts for goals before and after retirement.
Income in Retirement
The shift from saving to spending, coordinated with pension and 457 withdrawals.
Custody
Where Your Account Is Held
BCN manages the account. The custodian holds it and sends your statements directly.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
