Bollinger Capital Management is a money management firm and does not offer financial planning. Investment decisions are based upon the client's stated objectives for the assets placed under management, and not necessarily upon the client's entire financial profile. Bollinger Capital Management has negotiated advantageous commission rates on behalf of its clients. Quarterly performance reports prepared by Bollinger Capital Management are issued shortly after the completion of each calendar quarter. Bollinger Capital Management does not take custody of client funds.
All clients maintain complete ownership of all portfolio assets at all times.
Establishing Your Account To open an account, please return the potential client questionnaire . We will return to you, completed and ready for your signature, a management agreement, the forms required to open an account.