Bullish Baer Information

Bullish Baer strives to protect assets, to provide income, and to leave a legacy. We offer clarity and simplicity to an overly complex financial world by implementing a disciplined investment strategy rooted in independent academic research. We work to ease the burden of managing portfolios, providing retirement income, reducing taxes, and leaving a legacy, all of which reduce stress and give our clients more valuable time with family and friends. As we work with many small business owners, families, and individual investors, Bullish Baer appreciates the importance of growing assets while minimizing risk and protecting our clients' net worth.