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Investment Services

Where to invest and when to do it? What asset mix is best for my financial goals? What are the real benefits of asset allocation and diversification? How much risk am I willing to take?

These are the tough questions that an experienced financial advisor can help you answer.

Many investors want the flexibility to move in and out of the market without high transaction costs. That's where our Fee-Based Services are a good fit. Based on an annual fee, yet offering you low or in some cases no costs per trade, these services can be tailored to meet your individual needs.

BMH can offer you access to market research fromStandard & Poors, Value Line, Morningstar, BNY/Jaywalk and others, and we'll work with you to determine the portfolio mix that's right for you. We also have established relationships with alternative investment* and other professional money managers, and you'll benefit from their strategies for diversification and risk reduction, their use of asset allocation models and their approach to tax management in your portfolio.


*Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term. They may not be tax efficient, and have higher fees than traditional investments. They may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain.

Using asset allocation or diversification as part of your investment strategy neither assures not guarantees better performance and cannot protect against loss of principal due to changing market conditions.