How we can helpContact Us Today
Investing is often intriguing, confusing, intimidating, and even exhilarating. Rapid streams of information flow from many directions at once, often including contradictory opinions about individual stocks and the market in general. It can be an overwhelming task to take it all in and make appropriate investment decisions.
For many people, the solution to the complexities of investing is to find a professional who will sift the data and make appropriate decisions on their behalf. However, choosing an investment adviser can be a challenge of its own. Among the factors to consider when selecting an adviser, three stand out: experience, education, and ethics.
Experience is one of the most critical factors to consider when choosing an investment adviser. During a rapidly rising market, an inexperienced investor can think that investing is easier than it really is. On the other hand, during a declining market, investing can be quite discouraging. The future will bring with it many ups and downs for the stock market. An experienced professional will bring much needed perspective to times of excessive excitement or pessimism. Michael Bowling, CFA, and president of Beechwood Capital Management, Inc., has been analyzing and managing investments for over twenty five years. He has the experience necessary to assess the market in both good times and bad.
Education is another important factor to consider. It may come as a surprise, but many investment professionals have no formal education in finance or investing. An appropriate education provides an investment professional with a wide array of analytical tools and places investment experience in its proper context.
Michael has earned undergraduate degrees in Finance and Mathematics, a graduate degree in Computational Finance, and has earned the Chartered Financial Analyst (CFA) designation. In addition to his educational background, Michael has taught for the University of Cincinnati in the Department of Mathematical Sciences, and continues to teach MBA students for Xavier University.
Ethics — Experience and education are of little value without a strong ethical foundation. At Beechwood Capital Management, Inc., we take our ethical obligations seriously. Those who hold the CFA charter are subject to the CFA Institute Code of Ethics and Standards of Professional Conduct. In addition, we are subject to regulation that is vigorously enforced, requiring us to put our clients' interests above our own. When you talk to us, you will hear straightforward information from honest people.
Beechwood Capital Management, Inc. manages portfolios of stock investments for individuals, IRAs, retirement plans, trusts, corporations and others. We do not use high pressure sales and only want to work with people who want to work with us. Call us to schedule a meeting and find out what we can do for you.