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Bollinger Capital Management

111 North Sepulveda Blvd. Suite 315
Manhattan Beach, California 90266
United States
Contact :      null
Phone :       310-798-8855
Fax :             310-798-8858
Email :
Web : 

Bollinger Capital Management Information

Type of organization :
Total Assets Managed ($Mil) : $10
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1988
Wrap Programs Offered? : No
# of Accounts Managed : 38
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Bollinger Capital Management History

Bollinger Capital Management, Inc. is an investment management company that provides technically-driven money management services to individuals, corporations, trusts and retirement plans. Statement of Investment Policy It is the view of Bollinger Capital Management that the markets are very efficient in capturing information, and that information is promptly reflected in the price structure. Hence the best source of information for the investment process is the market itself. With that in mind, Bollinger Capital Management emphasizes technical analysis in formulating its investment strategies. Fundamental analysis is used primarily to check and counter-balance technically-driven investment decisions. Bollinger Capital Management's equity selection is based largely on an industry group model developed by John Bollinger. Other factors may be considered depending on market conditions. John Bollinger also regards asset allocation as critical to strong performance. Hence Bollinger Capital Management emphasizes the asset allocation decision. Stocks, bonds, and money market vehicles are the primary components of most portfolios. However market conditions may warrant the consideration of other assets, such as precious metals. Capital preservation is a key investment tenet at all times. Diversification and other defensive strategies are employed with an eye to preserving capital, and minimizing investor risk to the extent possible. The performance of investment managers is often judged by short-term criteria that may have little or no relevance to their clients' investment objectives. At Bollinger Capital Management we believe that the only appropriate performance standard is the degree to which we satisfy the long-term needs and goals of our clients.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Bollinger Capital Management Personnel

Ms.  Dorit Kehr

Vice President
Tel : 310-798-8855

Mr.  John Bollinger

Tel : 310-798-8855
John Bollinger, CFA, CMT John Bollinger is the president, founder and chief investment officer of Bollinger Capital Management. He personally governs all investment decisions for Bollinger Capital Management clients. John Bollinger is a Chartered Financial Analyst (CFA), and a Chartered Market Technician (CMT). He is perhaps best known to the public for his many years of market analysis and commentary on television -- first on the Financial News Network, where he was the Chief Market Analyst -- and subsequently on FNN's successor, CNBC. He speaks at financial seminars worldwide and his book, "Bollinger on Bollinger Bands," will be published by McGraw Hill in summer 2001. John Bollinger is also well known to professional investors. An avid researcher, he has developed a number of widely-used investment tools and analytical techniques. His Bollinger Bands have been integrated into most of the analytical software currently in use. He is an active member of the financial community and a frequent lecturer at national and international investment seminars. His articles have appeared in Technical Analysis of Stocks and Commodities and the Market Technicians Association Newsletter. In addition, he is a member of the Association for Investment Management and Research, the Los Angeles Society of Financial Analysts and the Market Technicians Association. He is a board member of the Market Technicians Association and the founding president of Market Analysts of Southern California.

Bollinger Capital Management Product Name

Report Created: March,25 2019.  Copyright Money Manager Review , All rights Reserved.

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