Bull Bear Investment Management LLC

Bull Bear Investment Management LLC, established in January 2023, is a Virginia-based investment adviser specializing in asset management services. The firm manages approximately $56.5 million in client assets on a discretionary basis. Clients are required to have a minimum investment of $100,000, which can be aggregated across household accounts. Fees for asset management services range from 0.70% to 2.00% annually, billed quarterly based on the fair market value of the account. The firm's investment strategies include long-term and short-term purchases, frequent trading, and leveraged stock index ETFs. Bull Bear Investment Management uses fundamental and technical analysis methods to formulate investment advice. The firm's Chief Compliance Officer, Robert Wiedemer, and Member, Cindy Spitzer, have extensive backgrounds in finance and are co-authors of the Aftershock series of books. Bull Bear Investment Management does not charge performance-based fees but has an affiliated company, Bull Bear Capital Management LLC, managing private pooled investment vehicles that do charge performance fees. The firm recommends clients maintain accounts with Schwab for custody and trading services. Bull Bear Investment Management exercises investment discretion, providing continuous supervision over client accounts. The firm does not vote on client securities but reviews accounts quarterly and provides detailed statements and reports to clients. Bull Bear Investment Management upholds a Code of Ethics and has established procedures to ensure fair trade allocation in block trading scenarios.