BULLWEALTH was founded in March 2000 to offer integrated wealth advisory and consulting solutions to high net worth families and not-for-profit organizations.
At BULLWEALTH, we invest our time to understand your needs. We take the time to get to know you in order to help you understand all of your options. We invest our time to share our insights, so together we can make the most informed decisions that align with your overall financial goals.
BULLWEALTH is Independent! Our independence means we are conflict-free to advise you on your overall financial goals. We are only compensated by you – our clients! We receive no commissions or any other fees from any other organization; nor do we own, in whole or in part, any of the underlying managers we propose.What this means is pure, unbiased consulting advice.
We have a defined approach that aims to deliver superior independent and strategic consulting advice to you.
BULLWEALTH’s Risk Attitude Questionnaire helps us make an objective assessment of your attitude towards risk. By completing BULLWEALTH’s Risk Attitude Questionnaire, we can assess what your optimal asset allocation is, then build a portfolio to target your risk/return objectives to achieve your overall financial goals.
Risk can be split into two parts: Risk Capacity – The ability to take risk and Risk Attitude – The willingness to take risk.
Risk Capacity relates to your financial circumstances and goals where the higher your level of wealth and income, and the longer your horizon, the higher your risk capacity, while Risk Attitude is more to do with your psychology than your financial circumstances. BULLWEALTH’s Risk Attitude Questionnaire focuses on your risk attitude and your comfort with volatility. The more risk you are willing to take, the higher the volatility and potential return of your portfolio; however the higher your risk, the greater the potential for loss. Lower risk offers greater stability but lower potential returns.
BULLWEALTH’s Risk Attitude Questionnaire produces a score ranging from 0 to 100, where 0 is most risk-averse and 100 is most risk-tolerant.
Insights into Wealth is a series of podcasts, created by BULLWEALTH, about various aspects of managing wealth. We take you inside BULLWEALTH to find out what makes us tick, what drives our decision making and the principles we live by in managing our clients’ wealth. We explore topics of interest for private clients, family offices and not-for-profit organizations. Hopefully there will be something of interest for everyone. And, because we know you're busy, we will keep the podcasts short and to the point.
For the full library of podcasts please follow the link below: