BCV Asset Managment
In Partnership with Parallel Wealth
Learn More About Our Investment Partner
Parallel Wealth’s long-standing partnership with BCV Asset Management ensures your investment strategy is fully aligned with your personalized retirement plan. BCV’s disciplined, value-based approach to discretionary portfolio management complements our proactive planning process—allowing us to coordinate income needs, optimize tax efficiency, and adjust portfolio allocations as your goals evolve. By working closely with BCV, we help you grow and preserve wealth with confidence, while keeping you informed through regular updates, webinars, and transparent communication.
"I highly recommend Adam and his team at Parallel Wealth. He is very knowledgeable about various investments, taxation, small business, and market trends, but also gets to know his clients and their goals to provide the best service for us and our family."
Jennifer B.
Small Business Owner
BCV Documents
Explore the documents below to learn more about BCV Asset Management and how they collaborate with Parallel Wealth to support your financial goals.
About BCV
An introduction to BCV, their team, and their approach to money management.
Trading Bulletin
BCV provides a detailed trading bulletin that explains each trade, keeping you informed about portfolio activity.
Client Statement
View a sample client statement to see how BCV communicates portfolio activity and performance.
Blue Chip Report
See how BCV is navigating the markets with this in-depth portfolio analysis and commentary.
