We Work with You to Create a Unique Plan
Once we have a clear understanding of your needs, we design a plan for your portfolio based on your preferences. We consider your needs for return, risk control, liquidity, taxes, income, unique circumstances, and the portfolio growth necessary to offset future inflation. This evaluation produces a customized investment “recipe” that’s right for you. We then summarize your situation, resources, goals, concerns and considerations along with the portfolio recipe in writing.

We Put the Plan into Action
Once we have developed and agreed upon a plan of action, we implement your personal recipe using "professional investment management" strategies selected from a world-wide universe of options. You don’t have to hold your breath, cross your fingers, and close your eyes in the hopes that your investments will grow. We’re professionals with decades of experience, and we continually review your investments to ensure your needs are being met.

We Monitor Conditions and Results
We monitor economic, political and market conditions to make sure your investments perform well.  We stay in touch with changes in your personal and family circumstances, your needs, and your resources to keep your portfolio focused and aligned with your goals.

We Assist in Related Financial Decisions
While our main mission is asset management, we can also contribute to your success in other financial realms. In addition to our portfolio responsibilities, we can assist you with estate planning, personal and family trust arrangements, personal income tax planning, structuring or managing a qualified retirement plan, and other areas.

We Provide Personal Service
A sound wealth management relationship includes access to knowledgeable, responsive investment advisors. We hire only experienced, service-oriented investment professionals to serve you. We limit the number of accounts each of our associates manage in order for you to receive the personal attention you deserve.

We Maintain Confidentiality and Objectivity
Bicknell Capital will always give you the same sincere, honest advice we would expect from professional money managers. Plus, rest assured, we will not discuss your affairs with anyone without your permission.