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BMA Advisors, LLC is a fee-based California registered investment advisor (RIA) affiliated with BMA Securities, Inc., an SEC registered broker-dealer located on the Palos Verdes peninsula. 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. The two principal partners/managers have collectively over 45 years of experience in the investment industry.

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.

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