A complete list of active advisors currently associated with Bull & Bear Advisors LLC

Warmer can help you find a great advisor at Bull & Bear Advisors LLC or one who fits your needs even better.

Bull & Bear Advisors serves individual and high‑net‑worth clients with discretionary portfolio management, written financial planning, and ongoing oversight of both custodial and held‑away retirement/HSA accounts through its Pontera service. The firm also offers access to pooled investment vehicles, including private hedge and venture capital funds, to qualified investors. BNB frames client relationships with an Investment Policy Statement and uses a blend of fundamental, technical and charting analysis to implement long‑term and short‑term strategies. The firm’s trading toolkit explicitly includes options and other derivatives—covered, uncovered and spread strategies—which it deploys inside separately managed accounts rather than limiting such activity to pooled vehicles. Noteworthy differences from many peers include the formal requirement that clients use specific custodians (Interactive Brokers and/or Charles Schwab) and the firm’s use of custodian tools and research benefits when implementing strategies. The brochure also discloses that a principal has a financial interest in, and provides support to, a private hedge fund that may be recommended to clients, a disclosed conflict of interest clients should evaluate.

To learn more about the advisors currently working at Bull & Bear Advisors LLC, 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.