Background on BMF Investments, Inc.
BMF Investments, Inc. is an independent fee-based Investment Advisory firm located in Charlotte, North Carolina. The President and founder is Barry M. Ferguson, RFC. Barry has more than a decade's worth of experience in the financial services industry. In addition to serving as portfolio manager/strategist, Barry authored the book, Navigating the Mind Field of Investing Money, currently writes a monthly stock market commentary newsletter, Barry's Bulls, co-hosts an investment-oriented radio program, and frequently holds lectures on the investment climate/stock market. Always frank and honest, readers and listeners find Barry to be unique and informative.

Philosophy and overview.
At BMF Investments, Inc., fee-based portfolio management is all we do. We don't get 'paid to trade'. Clients pay us a very small percentage of their assets that we hold under management. We are an 'absolute return' advisory in that we look for opportunities in the market whether the trend is up or down. We look to the future to anticipate opportunities of growth but we have to invest according to the realities of the present. We strive to manage our clients' portfolios with care because we know they depend on us to make the right decisions that have to be made every day! We will never take that responsibility lightly! The tough questions of the day can always be answered in an honest quest to keep our clients' best interests first in our allocation process. We appreciate our clients' trust and will do everything in our power to validate that trust every day. If that is the kind of service you need in a money manager, you have come to the right place. If that is the level of service that you are comfortable with, recommend us to a friend.

What is the basis of the BMF Investments, Inc. Money Management philosophy?
We determine portfolio allocation by using a combination of fundamental and technical analysis. Fundamentally, we examine sales, earnings, pertinent ratios, business prospects, and economic trends both on a macro and micro level. We employ a proprietary database of individual company earnings as they are reported. From this we determine general trends in earnings and sales growth. Technically, we employ the traditional charting techniques that have been used for hundreds of years to give us a 'picture' of market psychology. We analyze individual stocks, market indices, and common oscillators to give us an interpretive idea of market directionality. We believe that this combination of fundamental and technical analysis gives us the advantage of a unique perspective that we offer clients.

What do we manage?
At BMF Investment Management, we offer our clients the flexibility of various fee-based management allocation programs including mutual funds, variable annuities, and individual stock accounts. We offer customized risk tolerance management for clients that are very aggressive to clients that are very conservative. BMF Investments Management is typically contracted for clients through Financial Advisors who are responsible for determination of risk tolerance. However, if you don't need the extra financial planning, feel free to contact us to see how our investment programs can still work for you! Generally, our minimum asset level that we accept is $100,000 but we remain flexible to negotiate both minimums and fees.

Find a Fee-based Financial Advisor that we work with in your area:

Arizona:
Mesa, AZ
Associated Professional Investments
152 North Power Road, Suite 1
Mesa, AZ 85205
Financial Advisor: Bill Bailey
Phone: 480-981-0551 Toll: 800-829-6176
Email:bbailey@apimesaaz.com

California:
Orange, CA
265 South Anita Drive, Suite 260
Orange, CA 92868
Financial Advisor: Derek McLean
Phone: 714-937-0392
Email:derek@ffpsecurities.com

Redwood Shores, CA
McKinley Financial Group
555 Twin Dolphin Drive, Suite 170
Redwood Shores, CA 94065
Financial Advisor: Troy Collins
Phone: 650-551-8900
Email:troy@mkfinancial.com

Missouri:
Chesterfield, MO
AldBurns Financial
15455 Conway Rd., Suite 100
Chesterfield, MO 63017
Financial Advisor: Barry Aldridge
Phone: 636-537-1040
Email: barrya@aldburns.com

Kansas City, MO
Wealth Enhancement Group, Inc.
1201 NW Briarcliff Pkwy, Suite 335
Kansas City, Missouri 64116
Financial Advisor: Donald D. Allenbrand, CPA, RFC
Phone: 816-931-7633 or 1-877-931-7633
Email: dallenbrand@epsi.net
Web: www.donallenbrand.com

New Mexico:
Albuquerque, NM
Capital Aspects
11601 Montgomery Blvd. NE
Albuquerque, NM 87111
Financial Advisor: Ahmad Hashemian
Phone: 505-237-2000
Email: aspects@aol.com

Santa Fe, NM
Capital Aspects
Financial Advisor: Ahmad Hashemian
Phone: 505-237-2000
Email: aspects@aol.com

North Carolina:
Charlotte, NC
HB Financial Resources
125 Floyd Smith Drive, Suite 250
Charlotte, NC 28262
Financial Advisor: H. Stephen Bailey
email: steve@hbfinancial.com
Financial Advisor: Stephanie Bailey
email: stephanie@hbfinancial.com
Phone: 704-563-6844 or 1-800-849-4656
Web: www.hbfinancial.com

South Carolina:
WealthWise of the Carolinas
2435 East North Street #110
Greenville, SC 29615
Financial Advisor: Marty Shapiro
Phone: 864-275-4175
Email: martinshapiro@bellsouth.net

Texas:
DH Hill Advisors, Inc
19747 Hwy, 59N #101
Humble, TX 77338
Financial Advisor: Dan Hill
Phone: 1-800-275-6603 (toll free) or 281-446-0422
Email: Dan@dhhilladvisors.com

Virginia:
Chesapeake, VA
First Financial Planners
860 Greenbrier Circle, Suite 401
Chesapeake, VA 23320
Financial Advisor: Ron Whited, Tracy Whited, Chris Whited
Phone: 757-523-1250

Wisconsin:
Brookfield, WI
Eastlake Capital Investments, Inc.
Eastlake Insurance Services, Inc.
2511 N 124th Street, Suite 206
Brookfield, WI 53005
Financial Advisor: Guadalupe R. Alba
Phone: Office: (262) 785-6160 Toll Free: (800) 236-6162 Fax: (262) 785-6162
Email: gralba58@bizwi.rr.com