Clear, independent advice and true alignment with our client's best interests are what make us different.
BULLWEALTH is compensated only by our clients. We receive no other commissions or fees from any other organization. We do not own, in whole or in part, any of the underlying investment managers we recommend. Our profitability is not altered by offering one solution over another. As a result, we are completely aligned with your best interests and have no reason, real or perceived, to provide anything other than clear, independent advice. This alignment allows us to provide:
BULLWEALTH diligently researches, selects and continuously monitors investment managers who outperform over the long term and manage their downside risk.
BULLWEALTH provides full consolidated performance reporting on your portfolio and its underlying investment managers, and fully discloses all compensation we receive.
BULLWEALTH embraces institutional methodologies to construct low risk, non-correlated portfolio asset allocation to increase expected return without increasing risk, or conversely, to maintain expected return while lowering risk.
BULLWEALTH offers access to unique solutions to achieve long term financial goals.
BULLWEALTH acts as a fiduciary and guides you and your organization through your own fiduciary obligations to ensure you exercise them prudently. We provide the necessary diligence, reporting and ongoing monitoring to help discharge the risks of acting as a fiduciary.