Bullseye Investment Management, LLC

Overview

Bullseye Investment Management, LLC is a boutique RIA that focuses on portfolio management for individuals and small businesses, operating on a percentage-of-AUM advisory fee model. The firm leans heavily on publicly traded pooled vehicles—mutual funds and ETFs—while using select individual equity positions. Its reported holdings show a strong emphasis on outcome-oriented ETFs (its largest position is a buffered equity ETF), which suggests a preference for tools that aim to manage downside risk or target specific return profiles alongside broader market exposure. Client profiles appear to be mass-affluent to upper mass-affluent households, given average client balances, and the firm’s product mix (mutual funds, annuities, buffered ETFs) points toward retirement-focused and income/defensive planning use cases. Bullseye is not an active ESG investor and it does not position itself as a pension consultant or multi-state adviser; the business model centers on discretionary portfolio management with a modest non-discretionary component.

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Public Holdings

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Location & Offices