OUR NETWORK

Business Meeting

OUR INVESTOR NETWORK

  • High-net-worth Individuals 

  • Family Offices 

  • Professional Athletes 

  • Registered Investment Advisors

  • Insurance Companies 

  • Foreign Investors 

  • IRA Accounts

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PROFESSIONAL ATHLETES

Bull & Bear understands the unique lifestyle, and the complex, sophisticated financial needs of professional athletes. We work with our clients to develop a comprehensive wealth management plan to preserve your earnings not only during your professional career, but more importantly, provide long-term financial security during your post-career lives. 


Having two former professional athletes on board at Bull & Bear, we understand work ethic and dedication, and has the experience and expertise that will maximize the full potential of your wealth. Our advice and expertise is catered to each stage of your career and life, whether in the boardroom or on the field.

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PARTNERSHIPS

Bull & Bear’s strategies, operations, and team all center around offering our clients the highest quality investment in the market. With that said, Bull & Bear has hand picked the most reputable partners in the market to achieve the highest standards. 

  • Cooley LLP

  • CohnReznick LLP

  • Wintrust Bank

  • NAV Consulting

  • Interactive Brokers

  • StoneX​

  • Pershing