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Eric Charles Boyce
Directeur Général chez
BKA Wealth Consulting Inc.
Profil
Mr. Eric C.
Boyce, CFA, is a Chief Executive Officer, Co-Founder, Chief Investment Officer & Director of Business Appraisal Services at Boyce & Associates Wealth Consulting Inc. He has extensive experience in security and financial analysis, portfolio strategy and management, business valuation, and private investments.
Mr. Boyce has worked in finance, treasury management, investment research, and portfolio management since 1991 and has served in various leadership capacities during his 30+ year professional career.
During that time, he has served as Austin Director for a West Texas investment adviser, as Senior Portfolio Manager for Hester Capital Management/Luther Kind Capital Management, and as Research Director for two other Texas-based registered investment advisers (RIA's).
Mr. Boyce earned his B.B.A. in Finance from the University of Texas at Austin and his M.S.
in Finance from the University of Texas at Dallas.
He has earned his Chartered Financial Analyst (CFA) designation from the CFA Institute and previously earned the Non-Qualified Plan Adviser (NQPA) certificate as well as the designations of Chartered Investment Counselor (CIC) and Certified Cash Manager (CCM).
Postes actifs de Eric Charles Boyce
| Sociétés | Poste | Début |
|---|---|---|
BKA Wealth Consulting Inc.
 BKA Wealth Consulting Inc. Investment ManagersFinance B&A aims to achieve consistent, competitive investment returns for their clients based on a thorough understanding of their financial goals and objectives. | Directeur Général | 01/03/2017 |
Anciens postes connus de Eric Charles Boyce
| Sociétés | Poste | Fin |
|---|---|---|
Hester Capital Management LLC
 Hester Capital Management LLC Investment ManagersFinance Hester Capital Management is a value manager that offers manages equity, fixed-income and balanced portfolios. The firm seeks to construct portfolios that provide stable income and higher dividend growth than the market averages. They focus on purchasing securities that are trading at discounts to their inherent value given their growth potential. HCM avoids risk by focusing on companies with stable growth, high returns on capital and strong balance sheets. HCM's equity investment approach seeks to realize an attractive total return from a well-diversified multi-cap portfolio of growth and income common stocks. The firm purchases shares in companies when they are trading at a significant discount to the company's underlying value. They seek to reduce risk by emphasizing fundamental analysis and investing in high quality financially secure companies with strong balance sheets and ample free cash flow. HCM looks for positive future change in investment expectations by investing in shares when expectations are low. Of the 200 to 300 companies that meet their initial criteria, no more than 50 stocks are included in client portfolios. HCM's bottom-up selection process focuses on companies whose fundamentals indicate improving trends in operating margins, profitability and earnings. Though not limited by sector, HCM tends to invest in the stocks of mid-cap and large-cap companies in the technology services, consumer non-durables and producer manufacturing sectors. They invest mainly in the US, Europe, Latin America and Asia. HCM maintains a very low turnover rate. HCM's fixed-income approach seeks to build portfolios that provide more income and less volatility than those consisting solely of common stocks. The firm's fixed-income strategy seeks to (1) to reserve capital (2) maximize cash flow and (3) earn a real inflation-adjusted rate of return over a full interest rate cycle. To select bonds, HCM employs the same fundamental and technical analysis that they use in their equity investment approach. They constantly analyze the yield curve to determine their outlook for interest rates. HCM looks for the most attractive positions along the yield curve without injecting undue risk or volatility into the portfolio. They examine various sectors of the bond market, along with specific issues, which appear to be undervalued. HCM adds value to bond portfolios by positioning for changes in fundamentals or investor psychology that will be the catalyst to provide superior returns. They also add value by using tax-exempt bonds in a portfolio when they offer the potential to produce a higher after-tax return, or if the client is subject to a high tax rate. | Gestionnaire de Portefeuille-Actions | 31/12/2012 |
Penn Investment Group, Inc. | Corporate Officer/Principal | 01/06/2003 |
Baldwin Anthony Securities, Inc.
 Baldwin Anthony Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2000 |
Lifeworks Services, Inc.
 Lifeworks Services, Inc. Hospital/Nursing ManagementHealth Services Offers healthcare services for children with special needs | Directeur/Membre du Conseil | - |
First Dallas Holdings, Inc.
 First Dallas Holdings, Inc. Financial ConglomeratesFinance First Dallas Holdings, Inc. operates as a brokerage firm. It offers advisory services to investors. The company is headquartered in Dallas, TX. | Directeur Technique/Scientifique/R&D | - |
Formation de Eric Charles Boyce
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Grubb & Ellis Co.
 Grubb & Ellis Co. Real Estate DevelopmentFinance Provides integrated real estate services | Finance |
NationsBank of Texas NA
 NationsBank of Texas NA Major BanksFinance Nationally chartered commercial bank | Finance |
Hester Capital Management LLC
Hester Capital Management LLC Investment ManagersFinance Hester Capital Management is a value manager that offers manages equity, fixed-income and balanced portfolios. The firm seeks to construct portfolios that provide stable income and higher dividend growth than the market averages. They focus on purchasing securities that are trading at discounts to their inherent value given their growth potential. HCM avoids risk by focusing on companies with stable growth, high returns on capital and strong balance sheets. HCM's equity investment approach seeks to realize an attractive total return from a well-diversified multi-cap portfolio of growth and income common stocks. The firm purchases shares in companies when they are trading at a significant discount to the company's underlying value. They seek to reduce risk by emphasizing fundamental analysis and investing in high quality financially secure companies with strong balance sheets and ample free cash flow. HCM looks for positive future change in investment expectations by investing in shares when expectations are low. Of the 200 to 300 companies that meet their initial criteria, no more than 50 stocks are included in client portfolios. HCM's bottom-up selection process focuses on companies whose fundamentals indicate improving trends in operating margins, profitability and earnings. Though not limited by sector, HCM tends to invest in the stocks of mid-cap and large-cap companies in the technology services, consumer non-durables and producer manufacturing sectors. They invest mainly in the US, Europe, Latin America and Asia. HCM maintains a very low turnover rate. HCM's fixed-income approach seeks to build portfolios that provide more income and less volatility than those consisting solely of common stocks. The firm's fixed-income strategy seeks to (1) to reserve capital (2) maximize cash flow and (3) earn a real inflation-adjusted rate of return over a full interest rate cycle. To select bonds, HCM employs the same fundamental and technical analysis that they use in their equity investment approach. They constantly analyze the yield curve to determine their outlook for interest rates. HCM looks for the most attractive positions along the yield curve without injecting undue risk or volatility into the portfolio. They examine various sectors of the bond market, along with specific issues, which appear to be undervalued. HCM adds value to bond portfolios by positioning for changes in fundamentals or investor psychology that will be the catalyst to provide superior returns. They also add value by using tax-exempt bonds in a portfolio when they offer the potential to produce a higher after-tax return, or if the client is subject to a high tax rate. | Finance |
Penn Investment Group, Inc. | |
Baldwin Anthony Securities, Inc.
Baldwin Anthony Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
First Financial Securities, Inc.
 First Financial Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Finance |
First Dallas Holdings, Inc.
First Dallas Holdings, Inc. Financial ConglomeratesFinance First Dallas Holdings, Inc. operates as a brokerage firm. It offers advisory services to investors. The company is headquartered in Dallas, TX. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Texas at Dallas
 The University of Texas at Dallas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lifeworks Services, Inc.
Lifeworks Services, Inc. Hospital/Nursing ManagementHealth Services Offers healthcare services for children with special needs | Health Services |
BKA Wealth Consulting Inc.
BKA Wealth Consulting Inc. Investment ManagersFinance B&A aims to achieve consistent, competitive investment returns for their clients based on a thorough understanding of their financial goals and objectives. | Finance |
