BF&M Investment Services
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441-296-8288      


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Life Cycle Asset Allocation Models

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Asset Allocation

Life Cycle Asset Allocation Models

In order to better assist you in your retirement investment planning, BF&M Investment Services offers a series of asset allocations based on Life Cycles. These Life Cycles look at where you are in your life, whether you are single or coupled, with no children or with teenagers approaching college, or whether you are retired or about to retire.

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Investment

BF&M Investment Services provides its clients with direct access to a diverse array of mutual funds. Clients may invest directly with each mutual fund company or through independent custodians.

BF&M Investment Services represents more than 25 mutual fund companies and currently invests in over 80 funds.

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BF&M Investment Services