Bullseye Investment Management

At Bullseye Investment Management, we believe that every investor deserves a risk-appropriate, cost-efficient, competitive, and modern portfolio. We also believe that every investor deserves an advisor who is not influenced by commissions or corporate demands.

Our mission is to impact our clients' lives by improving their investment results so that they can enjoy maximum financial security. We achieve this by focusing on the largest global trends, including aging populations and technology advancements. Unlike many other investment management companies, we never use products that levy any sales charges or commissions. Instead, we work closely with our clients to build a portfolio that matches their risk profile and timeline.

Our team of experienced professionals is dedicated to providing personalized investment strategies that cater to each client's unique needs and goals. We never use products with withdrawal fees or penalties, and we seek to limit risk by utilizing hedged equity products, quality fixed income, and other advanced techniques.

We believe that every investor should have a portfolio with "brakes, " just like a car. This means that we always prioritize our clients' interests and work to ensure that their investments are aligned with their risk tolerance and investment objectives.

Our Team

Our team of experienced professionals is dedicated to providing personalized investment strategies that cater to each client's unique needs and goals.

Tim Guthrie, CFP, is our Chief Investment Officer and Founder. With years of experience in the financial industry, Tim founded Bullseye Investment Management with the goal of improving investment results for his clients.

Rob Stone is an Investment Advisor Representative for Kentucky and Southern Indiana. With a strong background in finance, Rob works closely with clients to understand their investment goals and develop strategies that meet their needs.

Greg Spickard is an Investment Advisor Representative for Akron and Canton. Greg has extensive experience in the financial industry and is dedicated to helping his clients achieve their investment objectives.

Kevin Mullendore is an Investment Advisor Representative for Dayton and Cincinnati. Kevin works closely with his clients to develop personalized investment strategies that align with their risk tolerance and investment goals.

Peter Guthrie is our Director of Operations in Cincinnati. Peter oversees the day-to-day operations of the company and ensures that all client needs are met in a timely and efficient manner.

Kristen Nisha is our Manager of Marketing and Human Resources in Cincinnati. Kristen is responsible for developing and implementing marketing strategies, as well as managing the human resources department.

Our Services

At Bullseye Investment Management, we offer a range of services designed to help our clients achieve their investment goals. These services include:

1. Personalized Investment Strategies: We work closely with each client to develop a personalized investment strategy that aligns with their risk tolerance, investment objectives, and time horizon.

2. Portfolio Management: Our team of experienced professionals manages client portfolios on a daily basis, ensuring that investments are aligned with the client's goals and risk tolerance.

3. Risk Management: We believe that risk management is an essential part of investment management. We use hedged equity products, quality fixed income, and other techniques to limit risk and protect our clients' investments.

4. Client Education: We believe that education is key to making informed investment decisions. We provide our clients with ongoing education and support to help them understand their investments and make informed decisions.

Insights

At Bullseye Investment Management, we believe that staying informed about market trends and economic conditions is essential to making informed investment decisions. We provide our clients with ongoing insights and analysis to help them understand the current market conditions and make informed decisions about their investments.