Bullseye Investment Management, LLC

Bullseye Investment Management, LLC is a financial advisory firm founded in September 2007 by Timothy R. Guthrie, who serves as the CEO and Chief Investment Officer. The firm offers investment management services, including active discretionary and non-discretionary management, tailored to clients' goals, time horizons, and risk tolerance levels. They also provide strategic business consulting services acting as intermediaries for bond issuers. Bullseye Investment Management is a fiduciary, obligated to act in clients' best interests, and offers services to individuals, high-net-worth individuals, corporations, retirement plans, and nonprofit organizations with no minimum account size requirement. Fees for investment supervisory services are based on a tiered schedule, ranging from 2.00% to negotiated rates, with a minimum annual fee of $150 plus a $4.00 monthly technology fee. Clients are responsible for third-party fees, and fees are collected in advance and refunded on a prorated basis upon termination. The firm does not participate in wrap fee programs or accept performance-based fees. Bullseye Investment Management employs global macro, cyclical, and fundamental analysis in managing client accounts, with a focus on minimizing risks associated with specific securities. The firm has not faced any disciplinary actions and does not accept compensation for the sale of securities. Clients have the option to direct the custodian and broker-dealer used for their accounts. The firm provides regular account reviews and does not accept voting authority for client securities. Bullseye Investment Management does not have any financial conditions impairing its ability to meet contractual commitments to clients and has not filed for bankruptcy in the last ten years.