Four Easy Steps

We strive to make getting started with Bull Bear Investment Management as easy as possible.  In fact, in many cases, most of the paperwork can be handled by us while speaking with you by phone.  We can even show you how to review and sign your documents online.  Or, for those who prefer, paper documents can be sent via FedEx.

 Four Easy Steps to Becoming a Bull Bear Client:

 1) Call or email to let us know you are thinking about coming aboard.

Please call 703-774-3520 or email information@bullbearinvestmentmanagement.com at your convenience.  If you are not quite sure what you’d like to do, we can schedule a call for you with one of the Aftershock authors to help you think it through.  If you already know you’re ready for Bull Bear, a helpful team member will contact you to begin the process.

 2) A Bull Bear team member will call you to collect some basic information so you don’t have to deal with too many forms.

We collect (and protect) your information to get your new Charles Schwab accounts easily set up and ready to go.  If you already have a Schwab account you would like us to manage, that’s even easier.  If not, we will make it happen. On this call, you can also tell us about any liquidity needs, tax requirements, risk concerns, and other financial goals.

 3) Next, we’ll show you how to easily e-sign your documents online. 

Or if that’s not for you, we can easily send you all paperwork by FedEx, if you prefer.

4) All that’s left is to fund your Schwab accounts.

You have many options for funding include a check, wire transfer, or the transfer of assets (stocks, bonds, cash) from your old account to your new Charles Schwab account.  This may involve an IRA rollover or other transfer of assets.  Again, we help you every step of the way. (If you already have a funded Schwab account, you are already good to go.)

That’s it!  We promise no drowning in paperwork. For more information or to request your Bull Bear account documents, please contact the Bull Bear team at 703-774-3520.