Bollinger Capital Management, Inc.

Bollinger Capital Management is a registered investment adviser that provides discretionary portfolio management and related advisory services to individuals, high net worth individuals, trusts and estates. The firm also offers investment modeling and systematic strategies for other advisors and end clients, delivering model outputs rather than directly managing those assets.

The firm’s investment approach is grounded in technical analysis and proprietary quantitative methodologies, with a generally long-term focus while permitting shorter-term trades as market conditions warrant. Portfolios are constructed from stocks, ETFs and bonds, and the adviser may use inverse and leveraged ETFs, options and other hedging instruments as part of its management and rebalancing process.

Noteworthy aspects include the firm’s provision of proprietary model and sleeve strategies to third-party platforms and advisors, and its separate commercial activities licensing technical‑analysis toolkits and operating related websites — activities distinct from its advisory services. The firm is also among a small share of peers that incorporate derivatives (inverse/leveraged ETFs and options) in managed accounts, and it operates as a compact advisory team managing a modest asset base while offering both discretionary management and non‑discretionary model services.