Multi-asset solutions

Client-centered, Outcome-focused

BCAM’s Multi-Asset Solutions (MAS) team designs diversified portfolios across public equities and investment-grade fixed income to balance growth and risk. Through disciplined research and dynamic asset allocation, we tailor to client objectives—whether long-term growth, stable income, or wealth preservation—helping investors navigate evolving market conditions.

Open-Architecture Philosophy

Our open-architecture platform leverages our proprietary strategies and sustainable third-party funds to enhance diversification, manage risk, and create investment plans uniquely tailored to each client’s objectives.

We source and conduct ongoing due diligence on specialized external managers for asset classes outside our core expertise.

Customized Asset Allocation

We tailor allocations based on each client’s financial objectives, liquidity needs, time horizon, risk tolerance, spending policy, and sustainability criteria.

The allocation mix is determined in consultation with the client based on our proprietary review of macroeconomic trends, forward-looking capital market assumptions, and client-specific objectives.

As fiduciaries, we continuously monitor and rebalance the portfolio to maintain appropriate risk exposure and uphold your investment policy guidelines.

Stewardship & Engagement

Our stewardship professionals use the variety of active ownership strategies to promote transparency, accountability, and improvements in sustainability practices.

Our leadership in the responsible investment community allows us to advocate for stronger corporate governance, ethical development of AI, digital human rights, gender equity, and financial inclusion.

Multi-Asset Solutions Team

Thompson, Drew

Andrew Thompson, CFP®

Investment Director, Multi-Asset Solutions

Tara Doyle

SVP, Business Development

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Discover the BCAM investment solution that’s right for you.