Post on 05-Jun-2015
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AGENDA Who We Are What We Do How We Do It Why BFM
WHOWEARE
WHAT WE BELIEVE
We believe that ethical financial planners should place their clients’
interests ahead of their own interest, at all time, without exception.
OUR MISSION
Providing
long-term investors with financial advice and
consulting.
Attaining your goals and the
best future performance given risk tolerance and
liquidity requirements.
Creating
peace of mind and financial independence
by protecting and growing your wealth.
MEET OUR EXPERTS Patrick Bourbon – CFA, Founder Patrick is knowledgeable in preserving and growing your wealth, risk management, asset allocation, and mutual funds selection. • Manage $2 billion for 70,000+ people • 20 years investment experience (10
years at UBS Global Asset Management) • Adjunct Professor of Finance • Chartered Financial Analyst • Master of Science in Finance (Chicago) • Master of Engineering (Paris)
Ivan Leveille Nizerolle, CFA, FRM Ivan has 30 years of experience. He was an analyst focusing on the arbitrage and multi-strategy managers based in North America, before becoming a Senior Portfolio Manager, Managing Director of Credit Agricole Asset Management Alternative Investments. He is an expert in asset allocation and mutual funds due diligence. Juan Carlos Espina Juan has played many different roles with increased responsibilities within risk management. Currently he works as a Vice President of Credit Analysis for unsecured credit covering Federal Fund, Reverse Repo and Derivatives counterparties.
Gilles de Barbeyrac Gilles has spent his whole career in credit risk and market risk functions. Gilles is now the Credit Risk Manager of RBC Investor Services BankFrance, a depositary bank which is part of the Royal Bank of Canada group.
BOARD OF ADVISORS
WHATWEDO
WE TAILOR OUR ADVICE TO MEET YOUR NEEDS Because you are unique, we work individually with you, customizing our advice and services to better suit your particular needs.
We can help you with: − Mutual fund and ETF selection − Advice on 401(k)/qualified plan
accounts − Retirement plan rollovers − Withdrawal planning and projections − Cash flow projection − Tax planning
− Education planning and funding
− Social Security planning − Budgeting an emergency fund − Estate planning − Insurance evaluation
With BFM, you keep control of your assets since we do not have discretionary power on your accounts.
− A personalized plan that brings financial stability by optimizing cash flows, improving retirement funding, real estate purchases, estate planning and tax reduction.
− Thorough and impartial analysis of your financial goals, assets, debts, investments, and insurance policies.
− In-depth understanding of your risk tolerance and future financial being.
− Information on the basics of long-term investment success to achieve better returns and make quality decisions.
− Periodic reviews of your investments and personalized roadmap, including recommendations when changes are warranted.
− Diversification, which is one of the pillars of BFM's long-term investment philosophy.
We bring you financial security with:
WE TAILOR OUR ADVICE TO MEET YOUR NEEDS
HOWWEDOIT
3 4 5 6
Evaluate your Needs
Define your Goals, Priorities and Timeline
Evaluate Your Needs
Explain Financial Planning Concepts
Define Your Goals, Priorities and Timeline
Review and Analyze Your Financial Information
Develop Financial Strategy
Execute and Monitor
Financial Plan
OUR PROCESS Our Focus: Your Needs
WHYBFM
KEY REASONS TO CHOOSE BFM
1. Affordable and straightforward flat fee
2. Fee only - No commission
3. No minimum assets
4. You keep full control of your accounts
5. Disciplined investment process
6. Independent fiduciary
Independence With Less Conflict Of Interest
BFM will never accept third-party incentives/commissions, as that would compromise the integrity and impartiality of our advice.
Compensation comes from the only source: you, our client.
KEY REASONS TO CHOOSE BFM
1. Affordable and straightforward flat fee
2. Fee only - No commission
3. No minimum assets
4. You keep the full control of your accounts
5. Disciplined investment process
6. Independent fiduciary
We Work for You No matter where you are in life, we can provide guidance, tools, and services to help you better prepare for retirement on your term.
KEY REASONS TO CHOOSE BFM
1. Affordable and straightforward flat fee
2. Fee only - No commission
3. No minimum assets
4. You keep the full control of your accounts
5. Disciplined investment process
6. Independent fiduciary
We Are Your Personal Chief Financial Officer We holistically analyze your entire financial life to create peace of mind.
We monitor and adjust your financial plan as your needs and circumstances change
We focus on personal well-being and financial security.
KEY REASONS TO CHOOSE BFM
1. Affordable and straightforward flat fee
2. Fee only - No commission
3. No minimum assets
4. You keep the full control of your accounts
5. Disciplined investment process
6. Independent fiduciary
Contact us to schedule your complimentary consultation today!
http://www.bourbonfm.com
616 W. Fulton Street, Suite 411 Chicago, IL 60661
(+1) 312-909-6539
info@bourbonfm.com
THANK YOU