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.