Services

Bounty provides investment management of individual, trust, and retirement portfolios for individuals, families, and not-for-profits. Portfolios are separately managed with individual stocks & bonds and may include other instruments including exchange-traded funds (ETFs) and mutual funds. ut

While managing portfolios, we:

• Minimize taxes and costs by investing long-term without frequent trading
• We construct individually managed portfolios
• Do not receive fees from any other sources
• As an investment counselor, our fiduciary responsibility is first and foremost to the client

Core Equity
Core Equity Portfolios aim to be fully invested in equities. Portfolios are invested in sectors and securities that we feel are relatively undervalued. Our primary objectives for clients are long-term capital appreciation and preservation of purchasing power.

Balanced
Balanced portfolios include a mix of equities and fixed income. For fixed income we invest in high quality government and corporate securities depending on your individual situation. Our goal is to provide long-term capital appreciation and preservation of purchasing power along with capital preservation.



© BOUNTY MANAGEMENT CORPORATION | CONTACT »
10 HIGH STREET, SUITE 504, BOSTON MA 02110 · 617.357.8285
SITE: GJNELSON.COM