A complete list of active advisors currently associated with Bullbear Investment Management, LLC

Warmer can help you find a great advisor at Bullbear Investment Management, LLC or one who fits your needs even better.

Bullbear Investment Management LLC provides discretionary investment management of stock and bond portfolios for individuals, businesses, institutions and trusts and does not impose a minimum account requirement. The firm’s client base notably includes individual investors — both non‑high‑net‑worth and high‑net‑worth clients — a mix that is uncommon for firms in this category. The firm personalizes portfolios to each client’s risk tolerance and profile by constructing blended portfolios of individual stocks and ETFs across geographies, styles and capitalizations, and allocating a small‑to‑mid portion to bond ETFs for diversification. Investment decisions draw on fundamental, macroeconomic and technical analysis and are implemented on a discretionary, long‑term (buy‑and‑hold) basis. Operationally, Bullbear is a small firm with just over $2.1 million in discretionary assets under management and a single investment adviser representative, and it uses an online custodian that handles trade execution and automatic fee invoicing. Distinctive administrative features noted in the brochure include no participation in wrap programs, no soft‑dollar arrangements, custodial automatic fee withdrawals and a policy of not voting client proxies.

To learn more about the advisors currently working at Bullbear Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.