Investment has different meanings in finance and economics. Finance investment is putting money into something with the expectation of gain, that upon thorough analysis, has a high degree of security for the principal amount, as well as security of return, within an expected period of time. In contrast putting money into something with an expectation of gain without thorough analysis, without security of principal, and without security of return is gambling.

An initial public offering (IPO) is the first time that the stock of a private company is offered to the public. IPOs are often issued by smaller, younger companies seeking capital to expand, but they can also be done by large privately owned companies looking to become publicly traded. In an IPO, the issuer obtains the assistance of an underwriting firm, which helps determine what type of security to issue, the best offering price, the amount of shares to be issued and the time to bring it to market.

Investment Firms and Investment managers are typically contacted by investors to find out what stocks to invest in. We can provide a free portfolio analysis to see if you are properly diversified based on your personal goals and individual financial situation.  Stock exchange investments are the most known and popular investments, but are not always the best opportunities. One of the main advantages of working with our network is we are able to provide companies for you to invest in before they are public.  You will have access to some of the most sought after new IPO stocks that are not available to most investment companies, but are part of our syndicate.

A pre-IPO placement occurs when a portion of an initial public offering (IPO) is placed with private investors right before the IPO is scheduled to hit the market. Typically, private investors in a pre-IPO placement are large private equity or hedge funds that are willing to buy a large stake in the company.

Features & Benefits

  • Institutional-quality trustee services for meeting fiduciary responsibilities
  • Comprehensive, nonproprietary investment choices and continuous performance monitoring
  • A transparent “full disclosure” fee structure
  • Fully integrated investment plan design and administration through a single source
  • Responsive service from your personal, local team of specialists
  • Ability to grow your capital quickly by reaching a large number of IPO before mass investors are getting in.

We are here to help!

Stocks&IPO investment desk was created in order to provide clients the service they deserve.


BSM provides a team approach to consulting and advisory services that is built upon extensive knowledge and understanding of companies, markets, and industries.


Our mission is to be the premier financial service company within our industry with committed and experienced professionals at all levels providing clients with quality financial products, services, and information.

High Value Yield

Our pragmatic approach and unique market perspective helps clients concentrate their efforts on high value-yielding activities.

We’re Responsible

As we earn our clients trust, they reward us with their confidence. This enables us to provide strategic advice and to foster a basis for long term relationships.