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BCJ CAPITAL MANAGEMENT REGISTERED INVESTMENT ADVISORY FIRM

At BCJ Capital Management, we know you have worked hard and you deserve to enjoy everything you have earned. We can help you build a road map to financial success. Our team of financial specialists will provide unbiased and ongoing advice to navigate today’s complex financial landscape. Our priority is to create a customized road map designed around you and where

you want to be. Our benchmark is not a market index. Our benchmark is your life, and that is the only benchmark that matters.

Our Benchmark is Your Success.


Financial planning can be tough terrain to navigate.

Financial Advice & Planning We don’t put our clients in a box. We build the box around them, their needs, and their goals. Our solutions are large enough to meet all your needs, while small enough to know who you are.

We pride ourselves on our client-centered approach to investment management. Our focus is on individualized strategies, goal based allocations, capital preservation, and we never take unnecessary risk. Our independence allows us the objectivity to provide a broad range of investment and planning services that bring the right solutions to the right problems, at the right time.

1 2 34 Discovery

Decisions

Results

Confidence

Our work is guided by our five core values; Credibility, Reliability, Client Intimacy, Client Focus, and Independence. Our professional mission is to give our clients unbiased and knowledgeable advice. To that end, we strive to be credible and confident in the advice we provide. We are committed to demonstrating our service and advice in a consistent manner, and committed to our clients’ expectations.

Let us help you create your road map to financial success, and lead you to where you want to be.

Success.

It can be measured in many ways but it has a price.


Providing clients with confidence in reaching the goals they value without taking unnecessary risk.

Risk Management Is your portfolio at risk? Is your business at risk? Is your earning capability at risk?

At BCJ Capital Management, we find a comprehensive risk management strategy and plan that will protect your investments and guard your wealth. We monitor your risks, evaluate your plan objectives and design, and review your plan regularly. We also provide the knowledge and tools to properly protect your business and your wealth with carefully selected annuities, life, disability, long term care and health insurance from dozens of highly rated and well trusted companies. Protecting your investments is vital, and we will be there every step of the way.

Protecting your wealth, your business, and your family.


34,251,25610,65 55,762,987 45,2 Retirement Planning Does your plan maximize your wealth potential?

What is your number? How will you get there?

A single mistake can be devastating. We focus on a duration plan that will minimize tax loss, diversify your portfolio, asses both investment and withdrawal risks, all while preserving your lifestyle capital. Your BCJ financial specialists will analyze, revise, and put your plan into action. Whether you are in the accumulation phase or the distribution phase of your planning, BCJ Capital Management has the knowledge and experience to travel with you down the road to retirement.

You have worked hard for your success.

You deserve to enjoy everything you have earned.

We can help you take control of your financial future.


Are your plans keeping up with your dreams?


Asset Management Find confidence in tried and true success. BCJ Capital Management offers key asset allocation models that will keep your goals on track.

With a client-centered approach, our belief is that your road map should never be limited. This is why we have no proprietary products or conflicts to contend with, and we use an open architecture platform encompassing thousands of managers, funds, and securities. Whether your preferred investment style is risk-averse, opportunistic or somewhere in between, we will define and implement a strategy that feels reasonable and comfortable to you. Our portfolio management team works with you, within the context of your goals to proactively guide you through any adjustments that are necessary to keep you on track.

Real Return

Distribution Income

Strategic

Alternative

Absolute Return

Core

We will construct diversified strategic portfolios with a customized approach, all while keeping your goals on the road to success.


Corporate Executive Planning Help your executives accelerate their retirement and create an opportunity for a lifetime of wealth. Reassure your leaders that their quality of life and their wealth will be maintained, even after retirement. Make your planning packages competitive by offering executive planning solutions through BCJ Capital Management. From retirement planning to critical executive insurance options, BCJ offers selective and customized planning options for corporations both large and small. Whether you are a Fortune 500 company or a small not-for-profit organization, we can help your executives appreciate and make the most of the benefits you offer.

Create an opportunity for a lifetime of wealth.

We can help your executives appreciate and make the most of the benefits you offer.


Our Wealth Management System Our years of experience are coupled with a comprehensive approach and cutting-edge technology. Our wealth management system is state-of-the-art, organizing all of your business and personal finance information in one secure location. We consolidate your information and make it available to you anytime, day or night. We anticipate, alert and remind you of the financial factor that may impact your ability to achieve your goals. This relieves you of a tremendous organizational burden, allowing you to focus your energy on what matters most in your life.

Personal Financial Home Page

Aggregation provides a consolidated view of your financial world* (some limitations may apply*)

The Vault: Secure online storage that protects valuable personal documents such as wills, trusts, insurance documents and passports in an electronic format.

Track your budget and your spending. Build customized reports and daily updates of your accounts.


Allowing you to live your life... and give life to your dreams.


Creating an alliance of support to develop a road map to success.

Supporting M&A Firms Support and confidence for a smooth transition.

While everyone will volunteer to help your clients after their liquidity event, We want to do more than that – we want to also support you in actually securing and closing the deal. We can help eliminate the uncertainty that keeps an owner from pursuing a transaction. Upon the initial estimates of value from the multiple of either a strategic or financial buyer, an owner may hesitate to move forward with the exit strategy. We can reduce the anxiety and present that owner with a wealth management plan that clearly shows them how their lifestyle can be maintained after the sale. We then support you and your clients throughout the process and develop a progressive road map around the offer so that the owner has the clarity and confidence to say “yes.�


We have gathered the best to address the tough issues.

Supporting CPAs Providing the highest level of innovative, professional, and quality service.

In this complex financial environment there are a seemingly infinite number of financial strategies available. Finding the ones that are suited to your clients’ situations requires personal attention, a depth of resource and most importantly, the right guidance from dedicated and experienced financial professionals. We work with you in a collaborative relationship to identify and prioritize your clients’ goals, and offer guidance and strategies specific to their individual needs. We recognize the value of coordinating our work with you, and because our firm is independent you will have access to a wide range of products and services, including “advisor access” to our comprehensive Wealth Management System. With our state-of-the-art system you will have a 360 degree view of all aspects of your clients’ wealth, so you can stay current and involved in their planning. At BCJ Capital Management, we have gathered the best to address the tough issues. You will find experienced and knowledgeable financial professionals who will provide the highest level of innovative, professional, and quality service.

360 view of your clients’ wealth with our state-of-the-art Wealth Management System


Supporting Attorneys Providing the highest level of innovative, professional, and quality service.

There are times when law firms need to establish a relationship with a wealth management group. As we have collaborated with attorneys in family wealth planning, estate planning and business succession planning, we know their territory. We work with you in a collaborative relationship to identify and prioritize your clients’ goals, and offer guidance and strategies specific to their individual needs. At BCJ Capital Management, we have gathered the best to address the tough issues. You will find experienced and knowledgeable financial professionals who will provide the highest level of innovative, professional, and quality service.

Trust and confidence matched to your high level of standards.


BCJ CAPITAL MANAGEMENT REGISTERED INVESTMENT ADVISORY FIRM

w w w. B C J C a p i t a l .co m BCJ Capital Management, Inc. is an SEC registered investment adviser located with offices in Scottsdale and Tucson, AZ, Boise, ID, Salt Lake City and Orem UT, Davis, Irvine and San Diego, CA, and Houston, TX. BCJ may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BCJ 12-018


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