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Additional information |
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BPU Investment Management, Inc. |
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Overview:
The BPU philosophy is that we form strategic relationships that foster our clients’ success.
One-on-one investment advice and guidance
We pledge to meet with all clients to help them determine their investment needs and a long-term realistic plan for meeting those needs.
Advice and financial products focused on meeting client needs
We understand the financial needs and goals of our clients, and then create a customized financial plan that reflects a realistic balance of risk and reward.
An independent investment advisor
At BPU, we put thousands of funds through our rigorous screening process to help clients choose the best of breed, making sure all major asset classes are covered. And we do it free of conflicts of interest, because we never work for or accept compensation from any mutual fund company, bank or insurance company.
Access to a broad range of financial services
When fiduciary care is required for a client, the BPU team of highly qualified professionals is at your disposal to consult on estate planning, taxes and risk management.
An unbundled approach
We offer an unbundled yet seamless approach to wealth management. Our individual, corporate and nonprofit clients all select the services and products they need from us, and we deliver them in a seamless and transparent way with the highest levels of client service.
BPU Investment Management practices in four distinct areas: Private Wealth Management, Investment Management, Full-Service Brokerage, and Investment Fiduciary Consulting. |
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History:
BPU Investment Management: A history of expanding capabilities
In 1986 William R. Berkowitz and Rick E. Pierchalski founded the firm Berkowitz Pierchalski, Inc., in Pittsburgh, PA, to provide investment advisory services and guidance to credit unions. By 1988, the firm had expanded to include institutional bond sales. In the subsequent 11 years the firm grew to include institutional equity trading for money managers, worksite personal financial education and guidance, and comprehensive financial planning services.
By 1998, the firm had added asset allocation and investment management to its ever growing portfolio of financial and wealth management services. Over the next few years, the firm developed venture capital investment opportunities through Stage 1 Angel financing, capabilities were further extended into private wealth management and investment services for retirement plans and eleemosynaries, including endowments and foundations, and opportunities for middle market investment banking were introduced through our affiliate, Strategic Advisors.
In 2003, the firm became BPU Investment Group, Inc, and added investment fiduciary consulting services to its repertoire, as well as income tax planning and preparation, and estate planning services. In 2006, BPU Investment Management, Inc, as it is known today, was recognized by the Pittsburgh Business Times as one of Pittsburgh’s 30 largest money managers. In February 2010, the Pittsburgh Business Times published an update of the Largest Pittsburgh-Area Regional Money Managers, in which BPU was listed as one of the top 20. |
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Member:
FINRA, SIPC |
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