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Boniface Portfolio Consulting

Boniface Portfolio Consulting
Boniface Portfolio Consulting

Fee-only independent registered investment advisory/consulting firm working with individuals and institutions to help them meet their investment goals.

BPC combines the expertise of a large firm with the customized service of a small firm to provide the best of both worlds to our clients. We are independent of any broker/dealer constraints and are free to provide services in a manner that is in the best interest of the client. Services include, but are not limited to: personal financial projections, existing portfolio analysis, investment recommendations and implementation of strategy, portfolio monitoring and reporting, investment policy statements, asset allocation modelling, manager/fund search and selection, 401K plan option analysis and recommendation, institutional retirement plan guidance.

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Boniface Portfolio Consulting
412-306-1981
412-306-1982
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