Financial Advisors, Cincinnati

Open Door Policy - You can meet and discuss your investments directly with your portfolio manager.

Reasonable Fees

Award Winning Management

On eleven different occasions, Nelson's World's Best Money Managers has recognized Bull Group Advisors, Ltd. for their outstanding investment performance in three categories:

» U.S Large Cap Growth & Value Equity product/style
» U.S. All Cap Growth & Value Equity product/style
» U.S. Balance/Multi-Assets (all styles) product/style

"We are pleased to make the first quarter results of World's Best Money Managers available  to our clients. Our clients need to know which investment managers and portfolios have performed well and had the most positive results during a given time period. World's Best Money Managers is the most reliable and efficient source of that information."

--Keith Webster, Senior Vice Pres.
Thomson Financial's Investment Management Group


Why Bull Group Advisors, Ltd.?

Our investment advisors create and manage customized portfolios for our clients' unique goals and needs. No two portfolios we manage are exactly the same. We will respect your wishes when it comes to investing or not investing in any particular stocks or industries.

All assets are kept in separate accounts held by a third party, Charles Schwab & Co. and/or Fidelity Investments.

Bull Group Advisors, Ltd. independently does all of its research in-house. We have no outside pressure to buy/sell any particular stock or bond. We do not have any soft dollar arrangements with any outside firms. We do our own research seeking the best stocks and bonds that are appropriate for your portfolio given your goals and objectives.

You can deal directly with Bull Group Advisors, Ltd., thereby saving the cost of a broker's fee.

We are known for outstanding client service and communication.  Because we are a smaller firm, our portfolio managers can apply their twenty plus years experience in giving you the personal attention you need and deserve. We will manage your account and run it like a "business" with a bottom line approach.

Nelson's "World's Best Money Managers"

World's Best Money Managers presents the latest investment performance results compiled from 6,500 investment products or composites from over 1,500 investment management firms in one quarterly resource.

Key features of the World's Best Money Managers:

  • Coverage of more than 6,500 portfolios, grouped by investment style and time period, give you a "big picture" view of the industry.

  • Rankings for the last quarter, as well as one-, three-, five- and ten-year periods, show you who's on top, who's moving up and who's on the way down.

  • Analysis of performance in more than 200 categories and 40+ investment styles help you quickly identify the winners in every corner of the industry.

Bull Group Advisors, Ltd. among World's Best Money Managers

On eleven different occasions, Bull Group Advisors, Ltd. has been selected by Nelson Information as one of the World's Best Money Managers. Thomson Financial's Nelson Information ranks World's Best Money Managers over a given time period and in different categories. Thomson Financial is an operating unit of the Thomson Corporation (NYSE:TOC) and leading provider of information and technology solutions to the worldwide financial community. Based on information in the Nelson Investment Manager Database, the ranking provides an accurate picture of leaders in the investment management industry.

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Bull Group Advisors, Ltd.
9435 WaterStone Blvd., Suite 120
Cincinnati, OH  45249
Toll Free:
800-774-2855
Telephone:
513-573-0440
Fax:
513-573-0361