Bull Market Strategies LLC

Bull Market Strategies LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities, and it also manages accounts for institutional clients on both discretionary and non‑discretionary bases. The firm prepares an Investment Policy Statement tailored to each client’s goals, documents risk tolerance, and delivers ongoing monitoring with quarterly reports generated by the custodian.

The firm’s investment approach draws on a mix of charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis, and it employs a wide range of strategies including long‑ and short‑term trading, options (including uncovered strategies), margin, and short sales. Bull Market Strategies generally requests discretionary trading authority, states a fiduciary duty to allocate opportunities fairly among clients, and may use model allocations while tailoring recommendations to client restrictions and objectives.

Notable distinctions disclosed in the brochure include affiliations with futures and commodities activity—management is registered with the National Futures Association and associated with an introducing broker—and ties to real estate brokerage and related holding companies, which the firm discloses as outside business activities that could present conflicts of interest. The combination of futures affiliation, real‑estate brokerage activity, explicit involvement with private placements and venture capital, and the firm’s stated willingness to serve institutional and corporate clients is uncommon among independent advisers of this type.