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info@bourbonfm.com
(+1) 312 909 6539

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Fiduciary

BFM is a Registered Investment Advisor and focuses on your needs. Discover another video on why the fiduciary standard is important.

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Holistic

BFM takes a personalized view of your entire financial health and goals. BFM begins by finding your "why". BFM’s advice is conflict-free; we choose to act in your best interest.

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Straightforward Fee

BFM never accepts commissions, as that would compromise the integrity of our advice. BFM has a flat fee structure (typically $200-$600 per month).

 

  • Are you satisfied with the performance of your investment?
  • Did you know that U.S. stocks went up more than 400% since March 2009?
  • Have you thought about your life goals and how to achieve them?
  • Do you have the time, desire, or knowledge to grow your wealth?
We provide you with holistic and effective advice to help you reach your goals, make smarter financial decisions, and prepare you for the certainty of uncertainty during times of transitions.
 
If you are not sure what do to, talk to a trusted and proven investment professional.
 

 

We give you relevant, personalized, and wise advice.
We don’t sell products.

 

 

Patrick Bourbon, CFA, CFP®

patrickbourbon-headshot.jpgPatrick is your personal Chief Financial Officer. He is knowledgeable in preserving and growing your wealth, as well as risk management, asset allocation, and mutual funds/ETF selection. Passionate about investing since youth, Patrick has more than twenty years of experience in selecting mutual funds and ETF, and has developed a network of relationships with more than 400 investment managers. His aspiration is to make sure that you have enough assets as long as you live so that you can enjoy a comfortable retirement at your chosen lifestyle. 

Patrick's main goal is to give you the best tools possible to improve your financial decisions given your loss tolerance. He provides wisdom, knowledge and customized strategies in order to help make effective diversified investments. He explains the possibilities so that you can make wiser, and better, long-term decisions depending on your unique situation. He hopes to bring organization to your financial life.

French by birth, Patrick has personal experience with the life and technical financial planning opportunities and challenges faced by expatriates (around 50 percent of his clients are Europeans living in the U.S. or Americans living abroad). He has lived overseas half his life, visited forty countries, and enjoys a wonderful cross-cultural marriage. He helps you reach your global goals, and go beyond the complexity of cross-border tax/currency planning.

His passion for investments started in his early teens, when his mother took him to see the Paris stock exchange. At that time, he was given a $2 bill. From that point on, he became fascinated by currency management and he started to check the value of his $2 investment in French Francs every week. His interest in stocks grew when he created an investment club in 1997.

Patrick strongly believes in giving back to Chicago. He is very engaged in Chicago's civic community, actively serving as chairman of Stuart Investments, as a member of the board of advisors of the Stuart School of Business at the Illinois Institute of Technology, and as the treasurer of the South Shore Drill Team. Since 2006, he has been the president of UFEC/AFFC. In 2014, he was elected “Conseiller Consulaire” with the Consulate of France.

Patrick loves sports. For ten years, he has participated in ski and tennis competitions, winning more than twenty-five contests. Competition has taught him concentration, persistence, discipline, self-control, humility, and confidence. It has helped him understand that defeats/failure experiences are to be expected and are good learning opportunities. Ultimate success can be attained by learning from past experiences. Sports, and particularly the mental side of sports, has been a constant positive and influence in his life. He has learned that sometimes, your main adversary is yourself. And, like in entrepreneurship, you need discipline and determination to compete. You must also move quickly from past mistakes or you will miss opportunities.

He also enjoys wine tastings (Pomerol and Champagne are his favorites) and traveling (visited more than 30 countries). Patrick speaks English, French, and Spanish. He has also studied Japanese, Russian, and Greek. Patrick polishes his French accent every morning.

When it comes to investing, Patrick believes in discipline, precision, simplification, slowing down, independent thinking, having a systematic process, being methodical, using checklists, relying on data (what it says and what it does not say), and to keep questioning past decisions. He is focused, pragmatic, analytical, cautious, humble, and believes that there is always room for improvement and to seek ways to be better.

Board of Advisors

   

   

  

"Patience is bitter, but its fruit is sweet." -- Jean-Jacques Rousseau.

We work for you. Our goal is to not only help you generate better returns on your investments, but we want to help you generate a better “RETURN ON LIFE” (discover here a research of a hierarchy of the values a financial advisor should provide).

  • We attempt to help you achieve a better life by working in concert with you: we’ll take the time to clearly understand your background, philosophy, needs and objectives.
  • We bring objectivity to the table to help​ you make better decisions, discover more options, and avoid emotionally driven choices, and then, outcomes..
  • We help you to be prepared with transitions, and together, we will monitor, evaluate, and adapt the action plan as needed.
  • We help you follow through on financial commitments so that you can achieve your financial goals.
  • We help you bring order to your financial life.

The research from Vanguard, Dalbar, and Morningstar shows that a few effective financial planning techniques resulted in a substantial increase in retirement income. If you want to discover the research, why you need a financial advisor, and the benefits/added value of doing so, please click here.

“Recent Vanguard research shows that your advisor not only adds peace of mind, but also may add about 3 percentage points of value in net portfolio returns over time.” Source: Vanguard.

30-year Annualized S&P return
   S&P 500 Index Average Investor
Returns   11.06% 3.79%
$100,000   $2,326,645 $305,257 

“Investor behavior is not simply buying and selling at the wrong time, it is the psychological traps, triggers and misconceptions that cause investors to act irrationally. That irrationality (loss aversion, narrow framing, anchoring, herding, regret,…) leads to the buying and selling at the wrong time which leads to underperformance.” Source: Dalbar.

 

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