C.M. Bidwell & Associates, Ltd. has been a federally registered investment advisory with the Securities and Exchange Commission since our founding by Dr. Bidwell in 1979. While a finance professor at the University of Hawaii, Dr. Bidwell was asked to manage the pension funds of a small local institution. He is a recognized expert in market anomalies having published several papers in academic journals beginning in the 1970’s. His thesis that positive earnings surprises coupled with a low price-to-earnings ratio formed the model for hedge fund managers and other quantitative investors for decades to come.
Currently, C.M. Bidwell & Associates focuses on individualized financial planning and portfolio management. Our firm has remained academically inclined, maintaining a research oriented and disciplined approach to pursue superior relative performance for client accounts. We remain focused on market anomaly research and continuing to enhance our quantitative model of stock selection. We seek out employees with high academic achievement and a desire to continue learning to make us better at managing money.