Portfolio Management

BPW offers clients a variety of portfolio management services for both custodial (wrap) and non-custodial (direct ownership) asset types.

BPW’s portfolio management solution provides  tax strength portfolio reporting for all asset types.

BPW clients are able to access their portfolios and performance reports remotely at any time.

Additionally, clients of BPW are able to provide viewing access to portfolio reports to trusted third party advisers  (i.e. their accountant at tax time), leading to seamless integration of all parties involved in the portfolio management process.