CRD: 174038
Bull Bear Investment Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2015
- Office Locations
- 1
Office Locations
About Bull Bear Investment Management LLC
Bull Bear Investment Management is an independent RIA providing customizable, active portfolio management for investors seeking potential S&P 500-relative outperformance with downside risk control. The team uses proprietary macroeconomic research (led by Chief Economist Dr. David Wiedemer) and the Bull Bear Macro Investment System to allocate across equity index/sector ETFs and, as conditions warrant, gold, preferreds, and money markets. Clients can choose a targeted volatility/performance profile; custody is typically at Charles Schwab.
Team overview
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Owner & Executives
CINDY SHARON SPITZER
Manager
- CRD
- #6480875
- Ownership
- Less than 5%
ROBERT ANDREW WIEDEMER
Chief Compliance Officer, Manager
- CRD
- #5785173
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,638,852 | $186,183 |
| Non-Discretionary | $0 | -- |
| Total | $66,638,852 | $186,183 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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