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Select Portfolio Management > Managed Portfolios > Bull & Bear

Bull & Bear
Asset Management Program

Select Portfolio Management, Inc. offers a Bull & Bear asset management program.

This program is based on the proprietary bull & bear model which has been exclusively developed by Select Portfolio Management, Inc. for its clientele with the primary goal of increasing the market value of the assets under management regardless of the direction of the market.

The bull & bear model is designed with the goal of identifying market trends and taking advantage of periods of market advances by taking a long position in funds mirrored to the S & P 500 index and the NASDAQ 100 index. During periods of market weakness, the model takes a short position while using the same types of funds. The model can also take a long or short position of a fund that mirrors the price movement of the 30- year treasury bond and a neutral strategy consisting of money market investing is used during a sideways market trend.

The bull & bear model is based on fundamental and technical analysis of markets trends. In order to identify market trends, we use a three tier screening system.

The clients portfolio can be structured on a tax-deferred basis to eliminate current capital gains and ordinary income taxation under certain circumstances.

A minimum of $25,000 in assets are required in order to participate in the bull & bear asset management program and it is recommended as a long term approach to maximize the value of your financial portfolios.

Securities offered through Securities Equity Group


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WARNING: The information given in this website does not constitute legal or accounting advice or opinion, and should not be relied upon for any planning purposes. It is provided solely and exclusively for general, non-specific educational purposes, and to advise the reader of the nature of the services offered individually by us. Planning of this nature is necessarily very circumstance-specific and therefore it would be dangerous to apply the very general rules described herein to any singular fact-pattern. Prudence demands that you consult with an experienced professional licensed in your state before attempting any of the planning techniques described herein. Additionally, the information given in this website is not meant to be a substitute for legal representation. You should consult with your local attorney regarding your suitability for the techniques stated herein under your local laws. You should also be aware that any attempt to defeat the collection of certain U.S. government and U.S. government-backed obligations can amount to a crime. 

NOTICE: We do not provide any tax related services, nor do we provide any tax advice, tax opinions, counseling on tax matters, tax strategies, tax products, tax shelters, or anything else of a tax-related nature. If you desire such planning you should contact a licensed tax attorney in your state. TAX EVASION IS A SERIOUS CRIME! Always seek a second opinion in regard to your tax planning: If someone tells you not to consult with the IRS or a licensed tax attorney or CPA prior to implementing any planning, there is something seriously wrong and you should think twice about such planning.

NO SPAM POLICY: We do not engage in mass mailings or send spam. Occasionally, scam artists and competitors will send spam with our e-mail return address (a/k/a “Joe Job”) in an attempt to spark complaints and retaliation. To the contrary, we wholeheartedly support the Spamhaus project.


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