Our mission is to impact our clients' lives by improving their investment results so that they can enjoy maximum financial security. Tim founded Bullseye Investment Management with the goal of improving client's lives with excellent investment management. Embracing the fiduciary standard, Tim established Bullseye as a 'fee only' investment advisory firm to eliminate any conflicts of interests with clients pertaining to products or transactions.
Tim has 30 years of experience and has been a CERTIFIED FINANCIAL PLANNER professional since 1995. Before founding Bullseye Investment Management, Tim's experience, included working for the World's largest mutual fund company (at that time), Fidelity Investments, a New York based life insurer, and the Cincinnati regions' two largest trust departments.
Tim has 30 years of experience and has been a CERTIFIED FINANCIAL PLANNER professional since 1995. Before founding Bullseye Investment Management, Tim's experience, included working for the World's largest mutual fund company (at that time), Fidelity Investments, a New York based life insurer, and the Cincinnati regions' two largest trust departments.
Services
When sitting down with an "investment professional" (hereafter referred to as 'IP'), folks understand that the person across the desk needs to be compensated in some way. Additionally, the IP's firm must be compensated also because it has overhead and keeping the doors open is expensive. Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments.
This consolidated report of accounts is provided to guide your understanding of how accounts are managed. The statements and investment summaries provided by the investment custodian ("Custodian Reports") represent the official record of accounts.
Rates of return (ROR) shown are calculated using a time-weighted method called the Modified Dietz, which is a measure of the historical performance of an investment portfolio in the presence of external flows, which are movements of value such as transfers of cash, securities or other instruments in or out of the account that are not income from the investments in the portfolio, such as interest, coupons or dividends.
Rates of return (ROR) shown are calculated using a time-weighted method called the Modified Dietz, which is a measure of the historical performance of an investment portfolio in the presence of external flows, which are movements of value such as transfers of cash, securities or other instruments in or out of the account that are not income from the investments in the portfolio, such as interest, coupons or dividends.
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