A complete list of active advisors currently associated with Bull Market Investment Management, Inc.

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

Bull Market Investment Management, Inc. provides discretionary and non‑discretionary investment management, financial planning and family office services to individuals (including high‑net‑worth clients), corporations, pooled investment vehicles and institutions. Offerings include customized separately managed portfolios, selection and oversight of third‑party managers, and portfolio management services for exchange‑traded products. The firm documents client profiles and tailors asset allocations and investment strategies to each client’s stated objectives and risk tolerance, using third‑party macroeconomic research alongside internal due diligence. Strategies may include equities, fixed income, options and alternative investments, and the firm routinely recommends or monitors third‑party managers (including affiliated sub‑advisers) as part of portfolio implementation. Bull Market is notable among its peers for maintaining an affiliated broker‑dealer and other related entities under common ownership while serving a material non‑U.S. client base, including managing structured Notes offered under Regulation S to non‑U.S. persons. The firm’s leadership has international trading experience and the brochure discloses dually registered staff and referral/introducer arrangements, which create potential execution and compensation conflicts that clients may want to evaluate.

To learn more about the advisors currently working at Bull Market Investment 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.