Investment Services

The business of Bull Group Advisors, Ltd. is creating value for clients. Whether an individual or an institutional investor, the focus is to develop and implement intelligent, informed strategies that achieves the client's objectives. Some basic qualities distinguish their approach:

Market Knowledge & Experience - The firm possesses the expertise to evaluate trends and opportunities in personal investment portfolios, rollover retirement 401K, and seniors money management. All research is done in-house by seasoned Bull Group Advisors' personnel.

Objective Advice - Bull Group Advisors is an independent registered investment advisory firm where clients receive unbiased investment management services from seasoned Wall Street professionals.

Asset Management - Bull Group Advisors' management approach seeks to provide fundamental investment values striving for above average results in both up and down markets. The ultimate goal is to maximize returns while minimizing risks.

Equities - Bull Group Advisors uses a "bottom-up" large capitalization growth investment strategy when selecting individual companies. The "bottom-up" approach uses a variety of fundamental, economic, and financial factors to determine whether a single asset is properly priced. Large cap growth stocks are selected during a corrective phase within an industry group(s) or the overall market.

Fixed Income - Fixed income accounts are also focused on relative value. The firm seeks out investments in attractive economic sectors and industries with a strong emphasis on credit quality. The firm has the capabilities to analyze economic trends to determine the appropriate allocation for each client.

Comprehensive Performance Reports - Keeping track of your investments will be easier than ever when your account is managed by Bull Group Advisors, Ltd. Extensive resources have been dedicated to technology that keeps clients well informed of the progress of their investments. Customized reports include:

• Portfolio Appraisal with Income

• Asset Allocation

• Unrealized Gain/Loss

• Realized Gain/Loss

• Historical and Quarterly Performance (Net of Fees)

• Management Fee Billing Statement

In addition, the custodian of the client's assets provides a consolidated statement as well as confirmations of all transactions executed on the client's behalf. Year-end tax statements and summaries are also provided.