A complete list of active advisors currently associated with Bounty Management Corp
Warmer can help you find a great advisor at Bounty Management Corp or one who fits your needs even better.
Bounty Management Corporation provides discretionary investment management and limited financial consulting to individuals, families, trusts, and charitable organizations, managing both taxable and tax‑exempt portfolios. Services are delivered through separately managed accounts invested in publicly traded stocks, bonds, ETFs, and mutual funds, with compensation derived solely from client fees based on assets under management. The firm’s investment process combines macroeconomic analysis (including GDP, employment, and inflation data) with fundamental company valuation metrics such as price/earnings, price/sales, debt levels, and dividend considerations, and typically takes a long‑term orientation with holdings generally held more than one year. Portfolios are tailored to client constraints and preferences—examples in the brochure include preserving client core holdings for tax reasons, avoiding sectors tied to a client’s occupation, and excluding industries for socially responsible reasons; the firm also evaluates closed‑end fund premiums and discounts when applicable. Noteworthy features relative to many peers include its long operating history (in business since 1971) and a small team serving a modest client base—two advisors managing approximately $89.5 million in discretionary AUM across 41 clients in separately managed accounts. The firm discloses that it does not charge performance‑based fees, does not accept commissions or soft‑dollar benefits, uses third‑party custodians/platform services, and reports a 2016 regulatory payment related to a prior registration oversight.
To learn more about the advisors currently working at Bounty Management Corp, 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.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 17
| |
Boston, MA
| 21
|
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