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Bull & Bear Brokerage Services, Inc.

Bull & Bear Brokerage Services, Inc. is a member of NASD, the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company is a Registered Investment Advisor. The firm was established in 1998 by Ronald W. Allen, CFP and Matthew B. Bishop. Their typical clients include high net worth individuals, business owners, professionals, trusts, and endowments. The clients of Bull & Bear Capital Advisors are investment delegators, successful individuals who have worked hard to earn their money and are interested in hiring a team of qualified financial professionals to manage their portfolio assets.

Bull & Bear Capital Advisors makes good financial sense; they encourage their clients to evaluate the following competitive advantages Advanced Financial Planning and Asset Management, Respected Credentials and Specialized Expertise, Independent and Objective Financial Advice.

Bull & Bear Capital Advisors is not your typical Registered Investment Advisor. They consider themselves to be the smarter and more personal alternative to the big name brokers. Their team based planning assures that they deliver their best practices to each and every client of the firm.

The Company offers the full range of financial planning consultations from investments and retirement planning to tax and estate planning as well as ongoing asset management services. From planning to plan implementation, you will benefit from their integrated professional services performed with the personal care and attention you deserve.

They help their clients meet or exceed their financial goals through the financial planning process. Their proprietary process is called Bulls eye Planning. First, they center their focus on the most critical component in any financial plan, the Investment Planning. Without proper asset allocation, diversification, and rebalancing, any financial plan is destined.

After they restructure their client’s portfolio, they proceed to other areas of a client’s financial plan, such as tax and estate planning. Eventually, their best clients work through each and every planning module with their primary advisor and the Bull & Bear Capital Advisors team.

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