Bulwark Capital Corporation

Bulwark Capital Corporation provides discretionary portfolio management, financial plan modeling, and advisory consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages accounts on a personalized basis for a relatively small client base and also offers non-continuous consulting engagements.

Investment decisions are driven by a combination of bottom-up fundamental analysis and top-down macroeconomic assessment, supplemented by technical analysis and a mix of long- and short-term strategies; short sales may be used when agreed in writing and consistent with a client’s risk profile. Portfolios are tailored to each client’s objectives and monitored on an ongoing basis, and the firm supplements investment services with complimentary third‑party financial plan modeling for non‑institutional clients.

Notable distinctions include a senior investment professional with a CFA designation and over three decades of experience, a broad permitted investment menu that includes partnerships investing in real estate and oil and gas, MLPs, ETNs, and asset- and mortgage-backed securities, and an operational practice of not voting proxies on clients’ behalf unless clients request assistance. The firm uses Schwab Institutional custody while generating client reports through a separate reporting system (Black Diamond) and has documented trade-error remediation procedures, features that differentiate its operational and service mix from many similarly sized peers.