Beaumont Capital Management (BCM)

Beaumont Capital Management (BCM)
250 1st Avenue
Suite 101
Needham, MA 02494
888-777-0535

Articles by Beaumont Capital Management (BCM)

David Haviland
Managing Partner, Portfolio Manager

David Haviland

Dave is the Portfolio Manager of the Beaumont Capital Management’s (BCM) Investment Strategies as well as the Managing Partner heading BCM. He chairs the BCM Investment Committee and serves on the Beaumont Financial Partners, LLC (BFP) Asset Allocation and Investment Committees. His overall responsibilities include portfolio management, product creation, and ongoing business development.

Dave has worked in the financial industry for nearly three decades, beginning in 1986. He began his business career at the CIGNA Corporation and worked for several financial planning and advisory firms as an Investment Advisor. In 1993, Dave joined his father at H & Co. Financial Services, Inc. and in October 2000, under his management, Dave merged H & Co. into BFP. In 2009, Dave created the Exchanged-Traded Fund (ETF) management division, BCM.

Dave is a long-time member of the Financial Planning Associate and the International Association of Financial Planners. His advisory background has provided Dave with a unique perspective in managing the BCM Strategies. He is a graduate of Deerfield Academy and an honors graduate of the University of Vermont.

Brendan Ryan
Research Analyst

Brendan Ryan

Brendan's primary responsibility is as an Analyst for Beaumont Capital Management (BCM). Additionally, Brendan is a member of the BCM investment committees and is responsible for assisting with BCM trading and special projects as necessary. He currently holds the Series 65 securities license and is a CFA® Charterholder. Prior to joining the firm, Brendan had spent time working for Brown Brothers Harriman & Co. after receiving his B.A. in Economics from Boston College.

Denis Rezendes
Research Analyst

Denis Rezendes

Denis' primary responsibilities include being an analyst for BCM and serving on the BCM investment committee. Additionally, he is responsible for assisting with trading of the BCM strategies, operational support and special projects as needed. He currently holds the Series 65 securities license; and passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

Prior to joining Beaumont, Denis worked for P-Solve and Boston Trust and Investment Management Company. He is a graduate of Babson College with a B.S. in Business Administration, with a concentration in Finance.

More Articles

BCM 2Q 18 Market Commentary

BCM 2Q 18 Market Commentary

By David M. Haviland,  Beaumont Capital Management My son Jamie was recently hiking in New Hampshire’s Presidential Range. Upon return, he remarked how beautiful and enjoyable the hike was, but he…

BCM 1Q 18 Market Commentary

BCM 1Q 18 Market Commentary

By David M. Haviland,  Beaumont Capital Management We have said it before, and we will say it again. 2017 was an anomaly. Now as we have seen bearish conditions in both…

Are You Walking Into a TDF Trap?

Are You Walking Into a TDF Trap?

By David M. Haviland,  Beaumont Capital Management Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative…

Isn’t the Consumer Staples Sector Defensive?

Isn’t the Consumer Staples Sector Defensive?

By Denis Rezendes, Beaumont Capital Management In the past, the Consumer Staples sector has had a reputation for providing investors with the best of both worlds: market-like returns and defensive…

Policy Mistakes and their Economic Consequences

Policy Mistakes and their Economic Consequences

Now the Fed is Tapering QE… What Could Possibly Go Wrong? By David Haviland, Beaumont Capital Management The U.S. Federal Reserve Bank’s (Fed) policy mistakes (tightening too far and/or too fast)…

Perhaps Smart Beta, By Itself, Is Not So Smart

Perhaps Smart Beta, By Itself, Is Not So Smart

By David Haviland, Beaumont Capital Management This is a great chart from State Street Global Advisors showing how the 6 most common factors, often referred to as “Smart Beta”, have performed…

International Equities: Is It Time?

International Equities: Is It Time?

By David Haviland, Beaumont Capital Management Russia invades Crimea. China builds island bases in the South China Sea. North Korea launches ICBMs and tests its first nuclear weapons. Grexit. Brexit. South…

2017: State of the Bond Markets

2017: State of the Bond Markets

By David Haviland, Beaumont Capital Management Since 2009, bond purchases by the Fed have driven rates to historic lows. The money supply has ballooned. Primary liquidity of corporate bonds has been…

Emotions Should Have No Place in Investing…

Emotions Should Have No Place in Investing…

…But they do! The investment industry often fails to remember that people invest their money to grow and that their investments become an extension of their ability to improve, or…

ETF Factor Investing: Smart Beta Pursuing Alpha

ETF Factor Investing: Smart Beta Pursuing Alpha

By Beaumont Capital Management In the spectrum of investing from passive (index based) to active management there are no shortage of considerations. Passive tends to be cheaper and should deliver…

Bonds Have Bear Markets Too, Remember?

Bonds Have Bear Markets Too, Remember?

Note: This article is part of the ETF Trends Strategist Channel Written by Beaumont Capital Management When looking back to examine what has happened to various investments in the past, we…

ETFs: The What and The Why

ETFs: The What and The Why

Within the past decade, Exchange Traded Funds, commonly referred to as ETFs, have exploded onto the scene and are quickly becoming many investors’ go-to choice for index-like exposure. Similar to…

Investing involves risk including the risk of loss of principal. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

SPDR® S&P MidCap 400® ETF Trust an exchange traded fund structured as a unit investment trust listed on NYSE Arca, Inc., seeks to track an index of mid-cap U.S. equity securities.

Standard & Poor’s®, S&P® and SPDR® are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global ("S&P"); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., member FINRA, is distributor for SPDR S&P 500, SPDR S&P MidCap 400 and SPDR Dow Jones Industrial Average, all unit investment trusts. ALPS Portfolio Solutions Distributor, Inc., member FINRA, is distributor for Select Sector SPDRs. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are not affiliated with State Street Global Advisors Funds Distributors, LLC.

None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with ETF Trends or any ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with one or more ETF Strategists, including arrangements relating to SPDR® ETFs. State Street does not endorse any ETF Strategist and disclaims any liability associated with any ETF Strategist.

Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-866-787-2257 or visit www.spdrs.com. Read it carefully.

To learn more about being profiled on the ETF Trends ETF Strategist Channel, please email tlydon@ETFtrends.com.