investment management, LLC
Your Trusted Money Management Firm
Professional Investment Management and Advice
Providing Professional Money Management Services
Professional Money Management and Unbiased Advice
Bullbear Investment Management, LLC is a Registered Investment Advisor that specializes in the management of private stock portfolios offered to individuals, trusts and institutions who meet a minimum account size, giving each account the personal attention of a professional investment analyst. Such professional money management has traditionally been reserved only for the wealthy with minimum accounts of $500,000, but is an opportunity our firm extends to a broader spectrum of account sizes. Bullbear's individually tailored management and unbiased expertise offers a distinct alternative to stockbrokers, financial planners and mutual funds.
For its services, Bullbear charges a fee of a percentage of assets under management. We do not receive commissions and we have no other products or services to sell, in contrast with many stockbrokers and financial planners. We are exclusively focused on providing investment advice and management. REGISTERED INVESTMENT ADVISOR.
Investment Philosophy of Bullbear Investment Management, LLC
Our company's philosophy is that superior portfolio returns are best earned by investing in a diversified portfolio of companies likely to experience superior long-term growth. Selection of companies is based on our rigorous evaluation of company financials as well as our subjective evaluation of opportunities for profitable growth available to each company. Bullbear's disciplined approach to valuation aims to determine an investment's intrinsic value, then to purchase securities at a discount and sell at a premium to this intrinsic value. The company's overall strategy aims to protect and grow wealth in both bull and bear markets.
Specifically, Bullbear emphasizes the development of an individualized investment plan for each client stating investment objectives, projected returns, risk tolerance, time horizon and the need for income or liquidity. Based on this plan, Bullbear's equity investment approach is to construct blended stock portfolios with a mix of geographies (both foreign and domestic stocks), styles (value and growth) and capitalizations (small cap, mid cap and large cap). This style allows the client to participate in a number of equity sectors, which tends to smooth performance over time and exposes an account to a large range of opportunities for account growth. In this manner, we can work to deliver consistent and competitive investment returns without undue risk.
1 Investing involves risk of loss of principal, past performance does not guarantee future results and some investments may not be suitable to certain investors.
Portfolio manager, Ronald T. Theda, graduated Magna Cum Laude from UCLA in 1993 and in the top third of his class from USC Law School in 1997. Ronald has been a Chartered Financial Analyst (CFA) since 2005, widely respected in the financial world as the designation of choice for mutual fund investment portfolio managers and Wall Street stock analysts. The CFA designation included passing all three levels of the CFA examination, a rigorous three year process. In addition, he was a stock analyst with a mid-sized Los Angeles area wealth management firm, under the guidance of a former portfolio manager with Trust Company of the West. Ronald also practiced law, with a partial focus on securities fraud litigation as well as general liability, before embarking on a career in securities analysis and management. He has over nineteen years of investment experience and has been a Registered Investment Advisor since 2006.