We are proud to affiliate and leverage the resources of many leading financial, technology, and consultative partners in delivering high touch, high quality service to our clients. Please find below a sampling of the nationally recognized resources we employ.
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, Callan has empowered institutional clients with creative, customized investment solutions that are uniquely backed by proprietary research, exclusive data, ongoing education and decision support. Today, Callan advises on nearly $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve public and private pension plan sponsors, endowments, foundations, operating funds, smaller investment consulting firms, investment managers, and financial intermediaries. Our investment advisory practice is a member of Callan Associates’ Independent Advisor Group (one of 25 IAG members), which affords us access to Callan’s Capital Market Projections, state of the art asset allocation software and investment manager and mutual fund research enabling us to bring institutional advisory capabilities to our clients.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar provides data on approximately 473,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. We utilize Morningstar within our investment advisory practice to provide research as well as a robust portfolio reporting platform for our clients.
BEI is the only single source provider of Exit Planning education, marketing support and plan design for business owner advisors. As a member, BEI provides us with an established, systematized process that allows us to easily manage and help our business owner clients achieve their Exit Objectives. BEI provides the marketing tools, support services, Exit Plan creation software and training that allows us to help our business owner clients work through the very complex process of exiting their business.
EMoney Advisor, LLC provides Web-based wealth management and needs analysis software solutions for financial professionals. Our Advisory Services company utilizes emX 360 Pro Advisor, which provides us with the financial planning Web technology, including data aggregation, online document storage, marketing communication tools and financial planning services to assist our clients with their complex planning needs.
Capital IQ is leading provider of multi-asset class, unrivaled data, delivered in real time through innovative platforms with insightful analysis. We employ Capital IQ’s robust database of financial information, both at a company and industry level, within our investment banking function to perform in-depth research and analytics for our clients.
Agility Recovery, a former division of General Electric, is a leading provider of disaster recovery solutions to organizations of all types. B&C is a proud member and partner of Agility Recovery. Agility provides robust and easy-to-implement recovery solutions for an affordable monthly membership fee, providing access to power, office space, communications and computer systems. For over 25 years, Agility has rescued thousands of organizations with a 100% success rate.