BPS CAPITAL MANAGEMENT, INC.

Overview

BPS Capital Management, Inc. is an independent registered investment adviser focused on fee-based portfolio and planning services for high-net-worth individuals, families and institutions. The firm emphasizes fixed-income management, with a heavy allocation to U.S. government bonds and separate managed account strategies rather than centralized discretionary mandates. Advisory offerings include financial planning and portfolio management for individuals/small businesses as well as for business and institutional clients. Fee arrangements combine asset-based fees, fixed fees and other fee models. Investment behavior identifies BPS Capital Management, Inc. as a non-ESG active manager and not a multi-state or pension consultant adviser. Instead of acting as an allocator to proprietary products, the firm relies on external managers for select alternative exposures while running client portfolios that prioritize capital preservation and income through government and other fixed-income securities.

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Investments & Alternatives

Location & Offices