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Bush Capital Managment, LLC manages individually designed investment strategies and portfolios based on our clients needs, risk tolerance, financial means and financial understanding.
Our strategies can be designed for clients that need higher income and less volatility with moderate growth.
For individuals with higher incomes we offer a tax managed growth strategy often times using individual stocks and exchange traded funds (ETFs)
Perhaps an individual has been working for a company for many years and holds restricted stock, we offer strategies to help hedge risk and generate a more diversified strategy vs holding a concentrated single stock position.
We believe in asset diversification, and we manage a very wide range of asset classes
US And International Corporate Bonds, Muni’s, and Treasuries
US And International Equities
Preferred Equities
Covered Calls, Cash Covered Puts And Hedging Strategies Using Options
Real Estate Holdings publicly traded and private placements
Oil and Gas, Mining, Royalty Trusts publicly traded and private placements
We will not make recommendations until we have a very thorough understanding or our clients financial situation.
Some Investments listed above may only be suitable for accredited investors.
Our basic investment philosophy is based on finding companies with a strong demand for their product line with a dominant position in their field. We then evaluate the company financials to assure significant profit margins, great cash flow, little to no debt with the ability to transfer those profits to the company balance sheet with a high return on equity. Earnings are the fuel that drives the train, without strong earnings, the balance sheet can’t organically grow. We believe in paying a fair market value for future earnings, but we will not over pay based on hypothetical future earnings.
As Exchange traded funds, ETF’s have entered the market place we have seen a significant shift of capital from managed mutual funds into ETF’s and often times given the significant tax strategies ETF’s offer it may make sense, especially combined with their lower cost. There are many pitfalls with ETF’s however that most investors are not aware of, such as lack of liquidity for the less traded funds, spreads between bid and ask, transaction cost in and out just to name a few.
As an investor nears retirement, especially in a very mature market cycle, they need to consider other options vs a traditional equity and bond portfolio. Given current interest rates, bond funds offer very little shelter as they may feel the pinch if interest rates continue to climb. Most equities are at all time highs and trading at extreme premiums. So what is an investor to do? There are many great solutions and maybe its time to call us and let us help you work out a great investment strategy. You do not want to be forced to sell if the markets were to take a sudden downturn.