A complete list of active advisors currently associated with Bullseye Investment Group
Warmer can help you find a great advisor at Bullseye Investment Group or one who fits your needs even better.
Bullseye IG LLC provides discretionary portfolio management and ongoing investment advice to individual and high‑net‑worth clients, documenting objectives and risk tolerance in a written investment policy statement for each account. The firm generally focuses on implementing U.S. public equity strategies and does not employ third‑party managers. Investment decisions are guided by a combination of charting (technical) analysis, fundamental analysis, and modern portfolio theory, with a long‑term trading orientation and at least monthly portfolio reviews and reporting. The firm seeks discretionary authority to select securities and execute transactions consistent with each client’s written policy. Distinctive features include the firm’s recent formation and transition to SEC registration despite managing a multi‑million dollar asset base, and an identified outside business activity: the founder publishes a paid subscription market commentary service that provides impersonal recommendations and represents a meaningful portion of the founder’s compensation. The firm also requires the use of a specific institutional custodian and discloses receipt of research and other custodial services that could create soft‑dollar benefits.
To learn more about the advisors currently working at Bullseye Investment Group, 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 |
|---|---|---|
New York, NY
| 3
|
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