Bounty Management Corp

Bounty Management Corporation is a Boston-based investment management firm established in 1971 by Raymond Bligh and Pamela Varriale. The firm specializes in managing taxable and non-taxable portfolios for individuals, families, and non-profits. Their investment strategy focuses on long-term capital growth while considering inflation and purchasing power preservation. Bounty offers separately managed investment accounts tailored to clients' needs, incorporating economic and fundamental analysis to select securities. They invest in publicly traded stocks, bonds, ETFs, and mutual funds, with a primary focus on investment management. Bounty operates as a fiduciary for retirement accounts, acting in clients' best interests and avoiding conflicts of interest. The firm charges fees based on a percentage of assets under management, with a fee schedule ranging from 0.50% to 1.25% based on total market value. Clients have discretion over their investments, with assets under management totaling $66,304,429 as of December 31, 2022. Bounty does not charge performance-based fees, engage in side-by-side management, or accept commissions based on financial product sales. The firm does not participate in soft dollar benefits, and client assets are held by independent custodians. Bounty's investment philosophy emphasizes long-term growth, risk management, and client-focused service. Clients receive quarterly reports, account reviews, and access to customized reports. The firm's principals, Raymond Bligh and Pamela Varriale, have extensive industry experience and hold the Certified Financial Planner (CFP®) designation. Bounty's Code of Ethics ensures integrity, competence, and ethical conduct in client interactions. The firm does not have disciplinary history or material relationships with financial industry participants.