Blackbear Capital, LLC

Blackbear Capital provides discretionary investment management and ongoing financial consulting to individuals (including high‑net‑worth clients), charities, and governmental entities. The firm tailors portfolios and implementation to clients’ stated objectives, risk tolerance, cash needs and any reasonable investment restrictions, and reports account activity through custodial statements and periodic reviews.

The firm’s investment process emphasizes asset allocation supported by fundamental, quantitative and qualitative analysis, with portfolios built using equities, fixed income, mutual funds, ETFs and select alternative strategies. Blackbear Capital performs manager selection and ongoing monitoring, generally rebalancing portfolios as market conditions and client circumstances change and operating under written investment management agreements that grant limited discretionary authority.

Notable features that distinguish the firm from many peers include its relationships with state or municipal government clients, and that a firm principal is a licensed insurance agent who may offer annuities and insurance products and receive commissions; the firm discloses those dual roles and potential conflicts of interest to clients. The brochure also notes the firm does not participate in wrap or soft‑dollar arrangements and provides financial consulting only as a complementary service to managed accounts.