BMA Advisors, LLC “RIA”

BMA Advisors, LLC is a fee-based California registered investment advisor (RIA). Our primary focus is the safeguarding and preservation of our clients’ capital through the designing and managing of conservative investment portfolios. We do not outsource managers or sub-out accounts.

BMA employs an investment strategy that is value disciplined with a quantitative and qualitative approach; having a strong bias toward the securities of major domestic companies as well as government and municipal securities. We strongly advocate and seek positive cash-flows for our client’s investment accounts. All of our client portfolios are individually tailored to the clients’ financial objectives, suitability, and time horizons with a singular objective of generating absolute returns while attempting to avoid undue idiosyncratic and systematic risk.

Management

Glenn Andrews

Portfolio Manager
 
Glenn Andrews

Glenn Andrews is the principal portfolio manager of BMA Advisors (“BMA”). Mr. Andrews received his Bachelor’s of Science degree in Finance from California State University, Northridge, where he was on the Dean’s List at the College of Business and Economics and is a member of the Phi Theta Kappa Scholastic Honors Society. Prior to BMA Mr. Andrews has held the Series 7, 63, and 55 securities licenses with no disciplinary actions.

Glenn Andrews is the principal portfolio manager of BMA Advisors, LLC with over 30 years of experience in the securities industry where he provided institutional and individual clients with research & investment advice in the securities of domestic companies. Mr. Andrews began his career as a floor broker on the Pacific Stock Exchange in Los Angeles, California with Pershing & Co., a division of Donaldson, Lufkin & Jenrette, Inc and was a member of the Securities Traders Association of Los Angeles (STALA).

Prior to BMA, Mr. Andrews managed the institutional sales and trading of several NYSE and NASD (now FINRA) firms where he specialized in providing institutions with equity research in small to mid-cap public companies. Mr. Andrews actively visited with public companies in a research capacity for institutional clients performing complex in-depth securities analysis and has extensive experience in due diligence, investigative research methods, forecasting, valuations, risk analysis as well as investment banking where he has been intimately involved in numerous public offerings and private placements.

 

Investment Advisory Brochure

 

BMA Advisor Contract

 

Contact Us

(424) 269-3247

2 Spur Lane
Rolling Hills, Ca 90274