BMT Asset Management offers a range of investment options that are based on our cornerstone philosophy of quality and asset allocation. Our goal is to preserve wealth and provide consistent growth over time. We conduct extensive quantitative and qualitative research on the universe of investment options available in order to identify the funds and managers that are best suited to meet our client’s needs. Our open platform approach allows us to provide truly objective advice to help our clients reach their investment goals.
Investment Strategy – High-Quality Investments & Broad Diversification
We are committed to preserving and growing wealth for every client through recommending diversified investment portfolios that use stable, high-quality investments balancing risk and return.
Open Platform with Objective Advice
We deliver truly objective advice with an open investment platform that allows us to determine for our clients the best investment options available using a comprehensive fund and investment manager selection process. We have access to various investment instruments available and base our investment recommendations on the best strategy to meet the client’s unique goals.
Regular Communication and Exceptional Service
We communicate regularly with clients with updates on the financial world, trends and other information we feel will be useful to them. We also provide quarterly reports on the client’s portfolio and meet annually to review their circumstances, identify any changes with the client or external events that might impact the client’s strategy. Our professionals are available to meet anytime on request and we take pride in our long tradition of exceptional customer service.
For more information about BMT Asset Management, please contact Richard K. Cobb at 610-581-4770.