A complete list of active advisors currently associated with Bulldog Asset Management, Inc.

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

Bulldog Asset Management, Inc. provides discretionary investment supervisory services to individuals (including high net worth clients), corporate pension and profit-sharing plans, and trust programs. The firm, established in 2004 and 100% owned and operated by its president, develops portfolio allocations and selects specific investments to implement and maintain those allocations. The firm follows a goals- and risk-based, allocation-driven approach: it gathers clients’ financial information and objectives, constructs diversified portfolios, and manages accounts on an ongoing basis with monthly informal reviews and formal quarterly reviews. Client assets are custodied at an institutional discount broker, accounts are managed under discretionary authority, and the firm delivers consolidated reporting to clients on a regular basis. Bulldog manages roughly $67 million across about 45 client relationships, a scale that implies a larger average account size and a client mix that includes both individual and retirement-plan clients, which is less common among small independent advisers. The firm discloses a formal Code of Ethics with trade pre-clearance procedures, does not vote client proxies (clients retain that responsibility), and notes that a supervised person spends the majority of his time working for an outside nonprofit consulting business — disclosures that may be atypical among peers.

To learn more about the advisors currently working at Bulldog Asset 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.