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Empowering You to Reach Your Financial Goals

Bull & Bear is a privately owned boutique investment firm offering a suite of investment products to our client base with a mission 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 of all offerings, to grow and protect their assets, and to build and preserve their legacy.

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

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.