BULLWEALTH

www.bullwealth.com

The BULLWEALTH group of companies was founded in March 2000 by James A. Bull to offer investment advisory and consulting solutions to high net worth families, not-for-profit organizations and institutional investors. BULLWEALTH is compensated only by our clients. We receive no other commissions or fees from any other organization. We do not own, in whole or in part, any of the underlying investment managers we recommend. Our profitability is not altered by offering one solution over another. As a result, we are completely aligned with your best interests and have no reason, real or perceived, to provide anything other than clear, independent advice. This alignment allows us to provide: - OBJECTIVE INVESTMENT RESEARCH & INDEPENDENT SELECTION - TRANSPARENCY - SOPHISTICATED ASSET ALLOCATION AND RISK MITIGATION - ACCESSIBILITY - STANDARD OF CARE

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The BULLWEALTH group of companies was founded in March 2000 by James A. Bull to offer investment advisory and consulting solutions to high net worth families, not-for-profit organizations and institutional investors. BULLWEALTH is compensated only by our clients. We receive no other commissions or fees from any other organization. We do not own, in whole or in part, any of the underlying investment managers we recommend. Our profitability is not altered by offering one solution over another. As a result, we are completely aligned with your best interests and have no reason, real or perceived, to provide anything other than clear, independent advice. This alignment allows us to provide: - OBJECTIVE INVESTMENT RESEARCH & INDEPENDENT SELECTION - TRANSPARENCY - SOPHISTICATED ASSET ALLOCATION AND RISK MITIGATION - ACCESSIBILITY - STANDARD OF CARE

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Country

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City (Headquarters)

Toronto

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Employees

11-50

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Founded

2000

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • President and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner and Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Partner , Chief Compliance Officer and Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****

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