Pulver Capital Management provides ongoing portfolio management and investment advisory services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized Investment Policy Statement for every client, which outlines their financial situation, tax levels, and risk tolerance to guide asset selection and allocation. Pulver Capital Management focuses on fundamental and technical analysis, utilizing a wide range of securities including corporate high-yield bonds and dividend-paying equities to diversify portfolios. The firm operates with the authority to make investment trades without seeking prior client approval for each individual transaction. Services are offered to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and business entities.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.