Laura Carley
Managing Partner & Portfolio Manager @Bcwm, Llc
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WORK HISTORY
Managing Partner & Portfolio Manager @Bcwm, Llc
EDUCATION
Marquette University
BS, Finance and Marketing
ABOUT LAURA CARLEY
BCWM is a boutique wealth management firm, providing investment and family wealth management services to high-wealth individuals, endowments and institutions throughout the United States.Our clients typically have a greater need for specialized investment management and private relationship services associated with family or business wealth. We pride ourselves in providing our clients peace of mind.I am part of an investment management team managing a portfolio of assets in excess of $600 million (as of March 2025). Our portfolio construction focuses on meeting our clients’ financial goals while minimizing the amount of risk it takes to achieve those goals. We utilize individual securities to build custom portfolios for our clients, avoiding the added layer of fees charged by investment “products” (like mutual funds) and maintain a sharp focus on long-term themes when making investment decisions.Feel free to reach out if you wish to learn more about our investment philosophy and process or the other financial services offered by our firm.
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