Safeguarding Clients
At B&C Financial Advisors, protecting our clients from fraudulent activity is one of our top priorities. In today’s world, scammers and cyber thieves seem to…
Black Diamond Client Portal
We are approaching the end of our first year of using Black Diamond to produce client reports. One of the most exciting aspects of Black…
Report #2: Portfolio Class and Segment Detail
As discussed in previous articles and communications we are using a new reporting software company called Black Diamond. The Quarterly Report is separate and different…
Report #1: The Portfolio Summary
You may notice your B&C Reports for this quarter look a bit different than past quarters. As discussed in previous articles and communications we are…
New Client Portal: Safe and Convenient
In September we announced that our reporting will be changing effective with the First Quarter 2015 Reports. Along with these changes there will also be…
Rolling Out New Reporting in 2015
One of the most important aspects of our client-focused approach to investment management is ensuring our clients understand what they own, and reports are the…
We Invest in Your Digital Security
Cyber-attacks on our national security have become headline news of late, but a more prevalent occurrence is personal digital wire fraud by cyber thieves. Hackers…
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