Portfolio Advisory Service

Bullman Bearstein have decades of experience between them in advising and managing private equity portfolios.  At Bullman Bearstein we believe we have the experience, the expertise and the skills to be your number one choice.  We have been advising both the private and the institutional investors on the development of their portfolios for a number of years, giving you have access to this experience and resource is what puts us ahead of our peers.

As a fully independent brokerage we are in a unique position to be able to offer advice and recommendations across the whole spectrum of asset classes.  This means we are not biased by a particular group or fund manager and have access to a great deal more research than some other brokers may have.

Our service allows you to delegate the day-to-day monitoring of your investments to our team of experts.  Your investment advisor helps you make the decisions within a framework which we agree at the outset when we conduct our initial free portfolio review.

Bullman Bearstein's investment advisors have access to extensive research and technological resources enabling us to monitor world markets and sector trends, and to analyse the prospects of individual companies as well as unit trusts and other managed funds.

Although we use equities and equity based funds to create the potential for capital growth, we also use other types of investment - for example, fixed interest securities or cash - to create the appropriate balance within your portfolio.
 

Providing our clients with the personal attention they require is paramount and is a fundamental aspect of why our business and reputation has grown as it has.  You have direct access to your own broker or specialist investment advisor, who will work closely with you (and your financial advisor) to to achieve a portfolio that is exactly suited to your risk profile and investment objectives.

We understand the importance of continuity in your relationship with us and because our advisors and broker work closely as a team, you can always speak to someone who is familiar with your portfolio and personal circumstances.  We are a professional, open and friendly team always happy to see our clients.  We welcome you to come and see us, have a coffee, and discuss how we might be able to help you with your investment