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.

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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Why Diversify? Part 2

In our last blog post we looked at how adding bonds to a portfolio of stocks can have an outsized impact on the volatility of the portfolio as compared to the reduction in return. What can be less intuitive is that sometimes adding a riskier asset can also have positive impacts on the risk-reward characteristics of a portfolio. Read on for an example.

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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.

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.