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Let us Help You Create A Cohesive Larger Vision With Planning Anything Is Possible
Bush Capital Management offers services for individuals similar to having your own private office, but without the huge expense of having full time staff.
We offer management for a complete line up of pretax retirement plans including 401k plans, 403b plans, SEP, IRA’s, Deferred Comp Plans
Numerous after tax retirement and systematic investment and savings plans
Asset Management for your retirement plan rollover
Asset Management for Cash balance and Defined Benefit Plans
Trust Management
A FEW OF THE SERVICES OFFERED
Advanced Financial Planning
Investment Management and Custom Designed Portfolios
- US AND INTERNATIONAL BONDS
- US AND INTERNATIONAL EQUITIES
- PUBLICLY TRADED REAL ESTATE TRUSTS AND REAL ESTATE PRIVATE PLACEMENTS
- PREFERRED EQUITIES
- OIL AND GAS ROYALTY TRUSTS AND PRIVATE PLACEMENTS
- COVERED CALLS, CASH COVERED PUTS AND HEDGING STRATEGIES USING OPTIONS
- PRIVATE EQUITY
Some Investments listed above may only be suitable for accredited investors
We do not make recommendations without fully understanding your financial condition
If you would like to discuss
Any of our services or
Possible ways to increase your income or
Is my portfolio diversified
Please complete the form to the left with your contact information or give us a call to schedule a free initial consultation 941-400-4147 or send us an email wathalbush@bushcapitalmanagement.com
To link to the SEC broker check website for information on Bush Capital Management, LLC