Because you are unique, we work individually with you, customizing our advice and services to better suit your particular needs.

2. AGENDA




Who We Are
What We Do
How We Do It
Why BFM

3. WHOWEARE

4. WHAT WE BELIEVE
We believe that ethical financial
planners should place their clients’
interests ahead of their own interest,
at all time, without exception.

5. OUR MISSION
Providing
Attaining
Creating
long-term investors with
financial advice and
consulting.
your goals and the
best future
performance given
risk tolerance and
liquidity
requirements.
peace of mind and
financial independence
by protecting and
growing your wealth.

6. MEET OUR EXPERTS
Patrick Bourbon – CFA, Founder
Patrick is knowledgeable in preserving
and growing your wealth, risk
management, asset allocation, and
mutual funds selection.
•
•
•
•
•
•
Manage $2 billion for 70,000+ people
20 years investment experience (10
years at UBS Global Asset Management)
Adjunct Professor of Finance
Chartered Financial Analyst
Master of Science in Finance (Chicago)
Master of Engineering (Paris)

7. BOARD OF ADVISORS
Ivan Leveille Nizerolle, CFA, FRM
Ivan has 30 years of experience. He was an analyst focusing on
the arbitrage and multi-strategy managers based in North America,
before becoming a Senior Portfolio Manager, Managing Director
of Credit Agricole Asset Management Alternative Investments. He
is an expert in asset allocation and mutual funds due diligence.
Juan Carlos Espina
Juan has played many different roles with increased
responsibilities within risk management. Currently he works as a
Vice President of Credit Analysis for unsecured credit covering
Federal Fund, Reverse Repo and Derivatives counterparties.
Gilles de Barbeyrac
Gilles has spent his whole career in credit risk and market risk
functions. Gilles is now the Credit Risk Manager of RBC Investor
Services BankFrance, a depositary bank which is part of the
Royal Bank of Canada group.

8. WHATWEDO

9. WE TAILOR OUR ADVICE TO
MEET YOUR NEEDS
Because you are unique, we work individually with you, customizing
our advice and services to better suit your particular needs.
We can help you with:
− Mutual fund and ETF selection
− Advice on 401(k)/qualified plan
accounts
− Retirement plan rollovers
− Withdrawal planning and projections
− Cash flow projection
− Tax planning
− Education planning and
funding
− Social Security planning
− Budgeting an emergency fund
− Estate planning
− Insurance evaluation

10. WE TAILOR OUR ADVICE TO
MEET YOUR NEEDS
With BFM, you keep control of your assets since we do not have
discretionary power on your accounts.
We bring you financial security with:
− A personalized plan that brings financial stability by optimizing cash flows, improving
retirement funding, real estate purchases, estate planning and tax reduction.
− Thorough and impartial analysis of your financial goals, assets, debts, investments,
and insurance policies.
− In-depth understanding of your risk tolerance and future financial being.
− Information on the basics of long-term investment success to achieve better returns
and make quality decisions.
− Periodic reviews of your investments and personalized roadmap, including
recommendations when changes are warranted.
− Diversification, which is one of the pillars of BFM's long-term investment philosophy.

11. HOWWEDOIT

12. OUR PROCESS
Our Focus: Your Needs
Evaluate your
Needs
3
Define your
Goals, Priorities
Define
and Timeline Your
Goals,
Explain
Financial
Planning
Concepts
5
Evaluate
Your Needs
Execute
and Monitor
Financial Plan
Priorities and
Timeline
4
Review and
Analyze Your
Financial
Information
6
Develop
Financial
Strategy

13. WHYBFM

14. KEY REASONS
TO CHOOSE BFM
1. Affordable and straightforward flat fee
2. Fee only - No commission
3. No minimum assets
4. You keep full control of your accounts
5. Disciplined investment process
6. Independent fiduciary

15. KEY REASONS
TO CHOOSE BFM
Independence With Less
Conflict Of Interest
2.
Fee only - No commission
No minimum assets
4.
You keep the full control of your accounts
5.
Disciplined investment process
6.
Compensation comes from the
only source: you, our client.
Affordable and straightforward flat fee
3.
BFM will never accept third-party
incentives/commissions, as that
would compromise the integrity
and impartiality of our advice.
1.
Independent fiduciary

16. KEY REASONS
TO CHOOSE BFM
No matter where you are in
life, we can provide guidance,
tools, and services to help
you better prepare for
retirement on your term.
1.
Affordable and straightforward flat fee
2.
We Work for You
Fee only - No commission
3.
No minimum assets
4.
You keep the full control of your accounts
5.
Disciplined investment process
6.
Independent fiduciary

17. KEY REASONS
TO CHOOSE BFM
We Are Your Personal Chief
Financial Officer
We focus on personal well-being
and financial security.
Fee only - No commission
3.
No minimum assets
4.
You keep the full control of your accounts
5.
We monitor and adjust your
financial plan as your needs and
circumstances change
Affordable and straightforward flat fee
2.
We holistically analyze your
entire financial life to create
peace of mind.
1.
Disciplined investment process
6.
Independent fiduciary

18. Contact us to schedule your
complimentary consultation today!
616 W. Fulton Street, Suite 411
Chicago, IL 60661
(+1) 312-909-6539
info@bourbonfm.com
http://www.bourbonfm.com

19. THANK YOU