We understand the commitment required to truly make intelligent decisions about your investments. Every investment strategy begins with a conversation. We discuss your investment history and experience, your short- and long-term needs, your retirement horizon, and the level of risk you are comfortable taking in order to clarify and better define your investment goals.
Then we draw on these insights to build a diversified portfolio that’s closely aligned with your financial objectives. We actively manage your money at BlackBear Capital, using a hands-on approach to build a diversified strategy on your behalf.