Safeguarding Clients

At B&C Financial Advisors, protecting our clients from fraudulent activity is one of our top priorities. In today’s world, scammers and cyber thieves seem to lurk around every corner, so we take our clients’ security very seriously. We highly encourage clients to call us or visit our office (if possible) when placing a distribution request …

Black Diamond Client Portal

We are approaching the end of our first year of using Black Diamond to produce client reports. One of the most exciting aspects of Black Diamond Reporting is that we are able to provide online access to your portfolio in the familiar report format via the Client Portal. The Client Portal allows clients to view …

Report #2: Portfolio Class and Segment Detail

As discussed in previous articles and communications we are using a new reporting software company called Black Diamond. The Quarterly Report is separate and different from the monthly Brokerage Statement you receive from Pershing. As we have done in the past, we will review each page in detail to help you better understand your report. …

Report #1: The Portfolio Summary

You may notice your B&C Reports for this quarter look a bit different than past quarters. As discussed in previous articles and communications we are using a new reporting software company called Black Diamond. The Quarterly Report is separate and different from the monthly Brokerage Statement you receive from Pershing. As we have done in …

New Client Portal: Safe and Convenient

In September we announced that our reporting will be changing effective with the First Quarter 2015 Reports. Along with these changes there will also be a new way to access your B&C Reports – the Black Diamond Client Portal.

Rolling Out New Reporting in 2015

One of the most important aspects of our client-focused approach to investment management is ensuring our clients understand what they own, and reports are the bedrock of this understanding. B&C Financial is proud to announce we are working with Black Diamond, a subsidiary of Advent Software, our current reporting vendor, to provide updated reporting for …

We Invest in Your Digital Security

Cyber-attacks on our national security have become headline news of late, but a more prevalent occurrence is personal digital wire fraud by cyber thieves.  Hackers are breaking into personal email accounts to extract money from their victims through third-party electronic wire transfers. The problem is significant, and public awareness is low. The most common activity …