Advisor at Bull Bear Investment Management LLC
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Firm
Bull Bear Investment Management LLC
Location
Reston, VA 20190
Credentials
Series 65
Industry experience
10 years
Cindy Spitzer is a financial advisor at Bull Bear Investment Management LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Black Swan Strategies, LLC and ARK Financial Management, LLC. She has been self-employed since 1993. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of technical, fundamental, and market-sentiment analysis. The firm employs both long- and short-term positions with frequent trading and leverages stock-index ETFs as tactical tools.
0.70% to 2.00% annually (negotiable based on client and account factors)
Account minimum: $100,000 Fee-only: Annual fee between 0.70% and 2.00% of assets under management, billed quarterly in arrears and negotiable.
1818 Library Street, Suite 500
Reston, VA 20190
Florida · North Carolina · Ohio · Texas · Virginia
Black Swan Strategies, LLC
2019 - Present (7 years)
ARK Financial Management, LLC
2015 - Present (11 years)
Aftershock Consultants, LLC
2015 - 2018 (3 years)
self Employed
1993 - Present (33 years)
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