Bull Group Advisors, Ltd.  
Our investment advisors will customize a personal investment portfolio for you given your risk tolerance, tax consideration, and time frame.

For your protection, all assets and accounts are held by Charles Schwab & Co., or Fidelity Investments. Each account is insured up to $100 million. Of course this does not insure against market risk. They provide you with:
» trade confirmations
» monthly statements
» year-end tax reporting

Bull Group Advisors provides a monthly unrealized gain and loss report and a comprehensive quarterly performance report.

How We Manage Your Money

Personal investment portfolios are constructed of individual stocks and bonds. We do not use computerized models to build portfolios. Rather, clients' accounts are individually constructed and managed so that you meet your financial goals.

A "Bottom-up" Strategy

We use a "bottom-up" strategy when selecting stocks. Through our database, we screen more than 5,000 stocks against our fundamental criteria. Over a dozen fundamental criteria are put into our screening process. We use growth criteria such as:

  • 1 & 5-year revenue growth

  • 1 & 5-year EPS growth

  • Normal P/E/growth

After further research, we then apply our selected stocks against technical analysis to determine if the timing is appropriate to buy. 

For example, if we find a stock which has a beta of around 1 and its current price is 10% above its 50-day moving average, we may not buy the stock. We could have found the stock too late and will watch it until the stock falls back to an appropriate buying level. Hence, the value part of our personal investment portfolio management style. 

Fixed Income

We focus on relative value when investing in fixed income securities by mainly using a buy and hold strategy, which allows us to preserve principal and collect income. 

Your Personal Investment Portfolio

The same philosophy goes into constructing your personal investment portfolio. We do not simply put our "yesterday's" stock and bond buy list into your portfolio. We look at our current best buys for stocks and bonds. Hence, the customization of your personal investment portfolio and the fact that no two portfolios are the same.

At Bull Group Advisors, we pride ourselves on truly customizing portfolios for our clients' unique goals and needs.
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Bull Group Advisors, Ltd.
9435 Water Stone Blvd., Suite 120
Cincinnati, OH  45249		 Toll Free:
800-774-2855		 Telephone:
513-573-0440		 Fax:
513-573-0361
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DISCLAIMER: This Web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This Web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this Web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEB SITE.