8765 W. Kelton Lane
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.
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.
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:
You can begin the process of improving your portfolio and becoming a smarter investor by scheduling your introductory meeting with us today.
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