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- Custodian
- Charles Schwab & Company · JP Morgan · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-21-2004
- Office Locations
- 1
Office Locations
About Bounty Management Corp
Bounty Management Corporation is a Boston-based boutique investment manager focused solely on personalized portfolio management. The firm targets long-term capital appreciation while preserving purchasing power, serving both retail and institutional clients. Portfolios commonly use ETFs and public funds alongside cash and U.S. government/agency exposures. The team has invested for clients since 1971 and publishes a recurring Economic and Market Outlook report.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RAYMOND WHEATON BLIGH MR.
Chief Compliance Officer, President, Vice President
- CRD
- #4336038
- Ownership
- 75% or more
PAMELA AUSTIN VARRIALE
Director, Secretary, TREASURER
- CRD
- #2232148
- Ownership
- 10% but less than 25%
Ridge frontier
Catalyst peak
- CRD
- #98793
- Ownership
- 33.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,546,720 | $428,159 |
| Non-Discretionary | $0 | -- |
| Total | $89,546,720 | $428,159 |
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Separately Managed Accounts
Total SMA Asset: $89,546,720
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,368,917,213 | 30.3% |
| Public Funds | $1,075,255,104 | 23.8% |
| Cash | $939,718,747 | 20.8% |
| U.S. Government/Agency | $1,133,987,526 | 25.1% |
| Total | $4,517,878,590 | 100.0% |