Business Details
Your Trusted Partner for Fiduciary Financial Advisory Services
Bullseye Investment Management was founded on the principle of placing clients' interests above all else. With over 30 years of industry experience, our team of certified professionals adheres to the highest fiduciary standards, offering personalized investment strategies tailored to individual risk profiles and financial goals. We specialize in constructing cost-efficient portfolios that leverage global trends while employing risk-mitigation techniques like hedged equity products. Our fee-only structure eliminates conflicts of interest, ensuring transparency in all client interactions.We serve investors across life stages through retirement planning, second-opinion portfolio reviews, and institutional wealth management services. Our commitment to fiduciary excellence has earned recognition in regional business publications and established trust with clients seeking long-term financial security. We maintain rigorous compliance protocols and cybersecurity measures to protect client assets, operating from our Cincinnati headquarters with satellite offices across multiple states.
Services
Portfolio Management
Retirement Planning
Financial Consultation
Institutional Wealth Services
401K Rollovers
IRA Management
Second Opinion Reviews
Risk Assessment
Investment Strategy
Wealth Management
Highlights and features
- We operate as a 100% fiduciary with no product commissions or sales charges
- Our team includes CFP professionals with decades of industry experience
- We implement risk-mitigation strategies like hedged equity products
- We offer transparent fee-only pricing with no hidden costs
- We maintain rigorous cybersecurity protocols for client data protection
Services
Portfolio Management
Our portfolio management service creates customized investment strategies tailored to individual risk profiles and financial objectives. We employ modern financial techniques while maintaining strict fiduciary standards. Our approach combines global trend analysis with risk-mitigation strategies to optimize returns while protecting principal investments.
Retirement Planning
We develop comprehensive retirement strategies that consider current assets, income needs, and long-term goals. Our planning process incorporates tax-efficient withdrawal strategies and estate planning considerations. We help clients transition from accumulation to sustainable income generation while managing market risks.
Institutional Wealth Services
Our institutional services cater to businesses seeking professional management of retirement plans and corporate investment accounts. We provide customized solutions for 401K plans, profit-sharing arrangements, and cash balance pension plans. Our fee-only structure ensures unbiased recommendations for corporate clients.
Second Opinion Reviews
We offer independent evaluations of existing investment portfolios to identify potential improvements. Our analysis examines risk exposure, fee structures, and diversification effectiveness. This service helps investors understand whether their current strategy aligns with their financial objectives and risk tolerance.
401K Rollovers
We facilitate seamless 401K rollover processes to IRAs or other retirement vehicles. Our team handles the administrative details while ensuring tax compliance. We help clients evaluate rollover options and create new investment strategies that better match their individual needs.
People
Tim Guthrie
Chief Investment Officer & Founder
With 30 years of experience and CFP certification since 1995, Tim established Bullseye as a fee-only fiduciary firm. He previously worked at major financial institutions before founding the company to eliminate conflicts of interest.
Rob Stone
Investment Advisor Representative
Serving Kentucky and Southern Indiana clients, Rob brings extensive experience in modern investment techniques. He focuses on delivering personalized financial solutions while maintaining fiduciary standards for individual and institutional clients.
Kevin Mullendore
Investment Advisor Representative
With financial coaching experience since 2011, Kevin specializes in helping clients achieve financial goals through personalized investment strategies. He combines tax planning expertise with portfolio management to support clients' long-term objectives.
Peter Guthrie
Director of Operations
Managing technology and cybersecurity operations, Peter ensures smooth office functions and client data protection. He oversees process improvement initiatives and technology infrastructure while maintaining compliance with industry standards.
Kristen Nisha
Manager of Marketing & HR
Handling marketing and human resources functions, Kristen supports firm operations while pursuing her MBA. She manages client communications and internal personnel matters, contributing to the company's organizational development.
Questions
What makes Bullseye a fiduciary financial advisor?
We're legally obligated to act in your best interest, with no product commissions or sales quotas influencing our recommendations.
What investment strategies do you use?
We combine global trend analysis with risk-mitigation techniques like hedged equity products and quality fixed income solutions.
What account types do you manage?
We handle IRAs, 401K rollovers, trust accounts, institutional portfolios, and various retirement plans for individual and business clients.
How do you personalize investment plans?
We conduct detailed risk assessments and create customized portfolios aligned with your financial goals and timeline.
What locations do you serve?
We operate from Cincinnati with satellite offices in Kentucky, West Virginia, and Ohio, serving clients nationwide.
