A complete list of active advisors currently associated with Bollinger Capital Management, Inc.

Warmer can help you find a great advisor at Bollinger Capital Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bollinger Capital Management, Inc., 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.