BULTMAN INVESTMENT MANAGEMENT, INC.

Overview

Bultman Investment Management, Inc. is a small, independent advisory firm focused on fee-based portfolio management for individuals, families and small businesses, with capacity to advise business or institutional accounts. The firm structures fees as a percentage of AUM and with potential fixed-fee arrangements. Investment activity is centered on pooled public funds—mutual funds and similar vehicles—which serve as the core building blocks for client portfolios rather than a stock-picking or concentrated equity approach. The firm operates with a mix of discretionary and non-discretionary relationships. That split shapes how Bultman implements strategy: where discretion is granted it appears they implement model or manager-driven allocations, and where clients retain trading authority they rely on fund sleeves and client-approved plans. Bultman is not identified as an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices