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Portfolio Management

Portfolio Management with an Education in Investing

At Bull & Bear Wealth Management, portfolio management is not a one-man project. As experienced investors who have worked directly in the Stock Exchange, we do have the knowledge and expertise to successfully manage your portfolio—but we want to do more than that. We expect our clients to take an active role in managing their portfolios as well.

In return, we invest as much time as needed to educate you on all aspects of portfolio management, and the long-term implications of each investment decision. Educating and empowering our clients to be active in managing their long-term wealth is our ultimate goal.

Guidance for Navigating the Stock Markets

Many people are wary of the stock markets. Though stocks have consistently out-performed bonds and treasury bills over the decades, people simply feel they have too much to lose if the stock market should take a bad turn. We help educate you on how to invest in the stock market successfully while avoiding common errors made by novice investors.

But we also understand that everyone’s risk tolerance is different. Custom investment plans and portfolio management strategies cater to your individual tolerance for risk, based on age, general expectations, and investment time horizons.

Our Investment Process

We use a highly disciplined approach to investing clients’ assets. Every step is clearly defined, and we provide the reasoning behind every investment recommendation. Throughout the process, our underlying goal is to protect you against undue risk. Our investment process includes the following stages:

  1. Introductory Meeting – In this meeting, we’ll get to know your financial situation by reviewing many of your key financial documents. We’ll discuss your financial goals and expectations for your investment portfolio, and provide some basic investment education for you.
  2. Second Meeting – After a week or two, we’ll meet with you again to go over our recommendations for your portfolio. If you find the recommendations beneficial, we’ll have you set up an account to being implementation of those suggestions.
  3. Strategy Implementation – We’ll then begin implementing the investment strategy discussed. Over the following weeks, you’ll receive statements and other documents showing the progress we’re making.
  4. Sixty-Day Review – Within the first two statement periods, we encourage you to call us to review your statement so we can explain anything that’s unclear.
  5. Six-Month Portfolio Review – After six months, we’ll have another meeting to go over your portfolio and assess performance as compared to your goals. We’ll discuss any changes that need to be made to the current investment strategy.
  6. Ongoing Assessment and Review – We will continue to provide portfolio reviews and assessments at least once a year to ensure that your investments are staying on track with your goals and expectations. This allows us to mitigate unnecessary risks while ensuring capital preservation and long-term success.

You can begin the process of improving your portfolio and becoming a smarter investor by scheduling your introductory meeting with us today.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (602) 284-0908