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A Boutique Wealth Management Firm 

Built on Integrity and Trust


Empowering You to Reach Your Financial Goals

Our mission at Bull & Bear is to educate and help our clients manage their assets wisely in order to achieve their financial goals and use their wealth for maximum impact. Our holistic and disciplined approach integrates investment advisory, asset allocation and risk management services to optimize results by balancing targeted returns with mitigated risks. Bull & Bear works in close partnership with our clients, to grow and protect their assets, and to build and preserve their legacy.


As an independent wealth management firm, we are loyal to you, which means we are not limited to selling you Wall Street products and deliver a level of service that surpasses a large firm’s conventional approach to wealth management. Our capabilities go beyond your public investment portfolio to include access to real estate, venture capital and private equity opportunities.

No matter what stage of life you are in, you can rely on our experience and expertise to empower you to reach your financial goals. We are passionate about long-term relationships through integrity, trust and hard work, with your financial well-being at the core of everything we do.


Your Strategic Partner

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The Path to Success

Our flagship fund provides investors an alpha generator with a fraction of the risk and low correlation to the traditional capital markets.

A Comprehensive Approach

Bull & Bear helps you understand your risk tolerance and determine your asset allocation in order to construct a highly individualized portfolio to accomplish your financial goals.

Expert Guidance

Our direct investment funds offer investors access to high growth, world renowned, companies before they are traded publicly.

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