UPPLIFT™ Investment Strategy
We are a global asset management firm with a mission to grow and protect wealth by investing in assets that are largely uncorrelated to benchmarks. Consistent with our mission we are pleased to present our proprietary, transparent and proven uncorrelated investment strategy called the UPPLIFT™. UPPLIFT™ stands for Uncorrelated Principal-Protected Life Insurance For Tomorrow. It provides above market annual cash on cash dividends, tax deferred yields and principal protection. UPPLIFT™ uses three (3) components: Life Insurance/Annuities, Treasury Management and Precious Metals. UPPLIFT™ can be structured to generate high yields for investors in the form of cash dividends, tax deferred yields and principal protection while at the same time providing risk mitigation/management strategies. The benefits of the UPPLIFT™ Investment Strategy when coupled with principal protection makes the UPPLIFT™ Investment Strategy unparalleled in today’s financial marketplace.
With regard to the Life Insurance/Annuities used in the UPPLIFT™ Investment Strategy, BCM uses A-Rated Key Man Universal Life Insurance Policies as reflected in S&P and Best Ratings as well as Guaranteed Index Annuities Contracts from top-rated Annuity Companies. The yields resulting from the Life Insurance/Annuities component of the overall UPPLIFT™ Investment Strategy are totally uncorrelated to the S&P 500 benchmark.
As part of the UPPLIFT™ Investment Strategy, BCM employs a Treasury Management Strategy that is a long-only portfolio consisting of up to fifty (50) equities with a S&P Quarterly Option Index and weekly/monthly Equities Option Strategy coupled with an S&P Commodity Futures Strategy for hedging purposes. The investment objective for BCM’s Treasury Management Strategy as part of the UPPLIFT™ is to produce cash dividends, tax deferred gains through long term capital appreciation with low correlation to the S&P 500 Index along with principal protection.
Finally, the UPPLIFT™ Precious Metals Strategy consists of a long only portfolio of precious metals equities as well as holding precious metals. The investment objective for BCM’s Precious Metals Strategy is long term capital appreciation with low correlation to the S&P 500 Index along with protection from inflation and recessions. The level of investment in each of these components are in the sole discretion of management.
For more information regarding the UPPLIFT™ and how it can help you achieve your financial goals, please feel free to reach out to us at [email protected] or (914) 523-2318.