Westport, CT Office

Bulltick Wealth Management serves high‑net‑worth and other individual investors, trusts, family offices, corporations, and private pooled investment vehicles. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consulting, and real‑estate advisory services, and also acts as investment manager to affiliated private funds.

The firm implements a combined top‑down macroeconomic and bottom‑up fundamental/technical analysis framework, deploying proprietary model portfolios managed by internal portfolio managers and, where appropriate, selected external managers. It places particular emphasis on sourcing, underwriting, monitoring and structuring U.S. real‑estate investments and may use co‑investments, special‑purpose vehicles and alternative funds as part of client portfolios.

Several features distinguish Bulltick from many peers: it serves and manages pooled vehicles and affiliated private funds (including domestic and offshore fund structures) and uses performance‑based fee arrangements for specific strategies, with related side‑by‑side management considerations and custody practices relying in part on audit‑exception procedures. The firm operates within a group that includes an affiliated broker‑dealer and insurance agency and has a participating‑affiliate arrangement with a Mexican adviser that supports cross‑border servicing and a notable non‑U.S. client base; these affiliations and revenue‑sharing arrangements are disclosed and subject to supervisory controls.