Bollinger Capital Management, Inc.

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Note: The following information has not been updated by the vendor since 03/26/19.

Address:	PO Box 3358
	Manhattan Beach, CA 90266
Phone # for sales:	310-798-8855
Additional Phone #:	310-798-8855
Website:	www.BollingerBands.com
Click link to request additional product information.
E-mail address:	BBands@BollingerBands.com

CATEGORY: ADVISORY SERVICES

General Information TOP

Product/Service name: Bollinger Capital Management, Inc.

Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): Annual fee 2% or less

Brief service description:

Bollinger Capital Management has served clients since 1988. The investment management company was founded by John Bollinger, CFA, CMT, and provides technically driven money management services to individuals, corporations, trusts and retirement plans. Bollinger Capital Management's investment program is an intermediate-term growth approach. Our strategy is designed for investors whose investment objective is capital appreciation. We primarily invest in equities but consider other investing and trading strategies as market conditions dictate.

This service is best suited for:

General audience

Markets followed:

Stocks
Bonds
Industrial groups

Brokerage Information TOP

Brokerage services: N/A

Minimum account size (ex. $2000): $250,000

Base commission rate (ex. $19.95): N/A

Brief explanation of margin rates, if applicable:

N/A

Are discretionary account management services offered?

Recommendations TOP

Recommendations made: N/A

Recommendations made via: N/A

Buy Recommendations: N/A

Sell Recommendations: N/A

Recommendations and research based on:

Fundamental analysis
Technical analysis

Features TOP

Performance reports: Yes

Does this service offer futures and options trading? No

Charts: N/A

Technical features: N/A

Support TOP

Hours available for contact (EST): 9-5

Support:

Phone support
Newsletter via email
Newsletter via website

Additional Information TOP

Additional comments:

When you open an account with Bollinger Capital Management, John Bollinger personally reviews your objectives for your account with you. Every quarter you receive a performance report for your portfolio along with a letter presenting our thoughts on the market. Of course, you receive confirmations for all trades and monthly statements from the custodian where your account is domiciled. For more details about the management program visit www.BollingerCapital.com

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