CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

Take the next Step, schedule a call or meeting


Schedule Now!

There is NO COST or OBLIGTION to discuss your Situation

Blog

Bullseye 2017 Year End Wrap Up

by Timothy Guthrie on Jan 17, 2018

2017 was a very good year. The average Bullseye client made 18.4% in 2017, and has a two-year average of 13% a year. The average client attained these results with a portfolio that is about 70% stocks and has 25% less downside risk than the S&P 500. For comparisons sake, a blended index of 70% stocks, and 30% bonds (the NYSE composite index and the Vanguard Bond index) made 11.4% last year and has a two-year average of 8.9%.

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Bullseye Newsletter – Christmas Edition

by Timothy Guthrie on Dec 15, 2017

Performance/Market update

It has been a great year. The market was very strong, and overall, we did even better. Though November 30th, our composite return (average of all accounts) was up 19% YTD. This was ahead of the S&P 500 (+18%), and well ahead of the NYSE composite index (+10.2%). Further, on average, our accounts had about 25% less downside risk than the S&P 500 (I prefer to use the NYSE composite index as compared to the S&P 500, the NYSE composite has about 4x the holdings, so it is more representative of the market, and the S&P 500 is about 22% tech, and this is too high an allocation to tech and distorts the index performance in up and down markets). Of course, the composite return may differ from your return. Please contact me to discuss the results of your accounts and review the holdings, and their purpose in the portfolio.

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Bullseye Thanksgiving Newsletter

by Timothy Guthrie on Nov 19, 2017

Announcements

Tim is taking a week of vacation Tuesday 11/21 through Monday 11/27. I will have my phone and laptop handy if you have an urgent need, or if there is any serious market activity that requires me to take action. I will also continue to watch all our top holdings.

Tuesday 11/28 through Saturday 12/01 I will be moving into my new Cincinnati Office. It is near my current office, just a bit further down Beechmont. While moving I will also be watching the markets and available to address client needs. I will resume a normal schedule by Monday December 4th.

The address is:

431 Ohio Pike, Suite #214, Cincinnati, OH 45255

The Building is located behind the Toyota dealership, and is known as the ‘Waycross North” building. I have a signed a 3-year lease. I am sharing the space with Andrew Smith, EA. He has a tax focused accounting practice concentrating on tax return preparation and representing clients before the IRS. He is a friend from church, and I look forward to sharing the space with him. This office is much larger than my current little spot and will have room to add support staff when needed. My 2018 ADV Part 2A disclosure (distributed in January 2018) will list this address change as a ‘material change’.

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