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Overview of BRCM Personal CFO

We are qualified to advise clients on issues that arise outside of the portfolios we manage. We advise on issues involving debt management, closely held businesses, concentrated stock positions, and many others.

The better we get to know you, the better we can help you. We believe that building deep, trusting relationships is earned and not given. We seek to establish that trust through transparency, professionalism, and humility.

experience to leverage.

We do not have an answer for every situation or question, but through our collective personal and professional experience we have accumulated knowledge about a wide array of financial considerations and investments that we are happy to consult on, and we encourage our clients to leverage our knowledge and objectivity. If you are curious about education savings plans, managing debt, venture capital, rental or vacation properties, employee stock purchase plans and options, charitable giving, generational planning, etc., we can help you reach the appropriate decision for you in a timely manner.

We cannot give legal or tax advice, but we are familiar with different strategies and can make recommendations for you to explore with a professional. And if you need recommendations for other professional services, we are happy to help you find someone to meet your needs.

Whole vs Term Life Insurance

We come across many clients and prospects who have purchased whole life insurance policies that don’t make sense for their financial situation. Insurance agents have a conflict of interest when selling these products to their clients as they earn substantial commissions from doing so. In this post, we hope to provide an unbiased analysis of whole vs term life insurance policies.

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Tariffs 101

With tariffs dominating the news headlines, we went back to our Economics textbooks to determine what should have happened with expected inflation and interest rates. Turns out, sometimes economic variables seem to have a mind of their own.

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Asset Geography Pitfalls

Many financial planners will advise that certain asset classes should be held in certain account types, depending on the tax treatment of the asset class in question. For example, often we find planners advocating for fixed income securities to be held within non-taxable accounts like IRAs or Roth IRAs because the interest payments will be shielded from income tax while stocks, particularly non-dividend paying stocks, should be held in taxable brokerage accounts. In theory, this works well, but sometimes real world constraints can present problems with this methodology.

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Animal Spirits are Back

Do you want to buy some garbage? There’s a growing number of investment products that some within the industry consider to be garbage, but they want to market them to investors like you anyways.
Leveraged exchange traded products that double or triple the daily return (or its inverse) of a “hot stock” or the latest meme coin can sound like ways to strike it rich, but buyer beware.
Before you get tempted to buy one of these products, please make sure you understand the risks associated with them, which we think deserve a warning label.

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get started with brcm today.

contact brcm

503-334-0963

Portland, OR

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Blue River Capital Management, LLC is a registered investment adviser in the States of Oregon and Washington.

Copyright 2024 – Blue River Capital Management – Privacy Policy – Disclaimer – Site Map – Accessibility  – Designation Disclosure – ADV 2A – Made with by ConsultMent
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PHONE | 503-334-0963

Portland, OR

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Jack Dukeminier, CPA, CFA

founding partner

Jack, co-founder and Chief Investment Officer at BRCM, excels in investment research and portfolio management. Transitioning from litigation consulting to investment management, he previously served as a portfolio manager at Baker Ellis Asset Management. A University of Oregon graduate with an MBA, CPA, and CFA, Jack is a high-level amateur golfer who finds joy in family time and staying updated on investment research.

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william snow

founding partner

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philip bagdade, cfa

founding partner

Co-founder of Blue River Capital Management, Philip blends his decade of expertise from Baker Ellis Asset Management with a Chartered Financial Analyst designation. His financial journey began at the University of Arizona, competing in golf while studying finance. Off duty, he’s engaged in golf, skiing, and serves on the Board of Directors for the First Tee of Greater Portland. His wide-ranging interests encompass cooking, reading, travel (especially to Sweden), curling, and quality time with fiancé Jess and their dachshund, Milo.