Bullard, McLeod & Associates, Inc. ("BMA") has been providing financial planning and investment advisory services for individual and corporate clients since 1983. The firm was founded by Dr. Geoffrey Bullard and is now owned and operated by daughter, Thessaly Bullard, and son, Barnaby Bullard. BMA offers three decades of investment experience and a commitment to providing clients with timely, objective, informed analysis.
Our mission is to deliver custom-tailored financial plans and portfolio management strategies designed to meet each client's unique investment objectives now and in the future. We aim to provide portfolio management that emphasizes preservation of capital with steady growth and is delivered with the highest degree of professionalism and personalized service.
Bullard, McLeod & Associates, Inc. is a "fee only" Registered Investment Advisor regulated by the Securities and Exchange Commission (SEC). We do not receive any commission for the sale of any investment or insurance product. Our compensation and success are tied to the prudent management of the accounts with which we have been entrusted. In addition, we are not affiliated with a broker-dealer or any other corporation. It is this independence and separation of sales transactions from advice that distinguishes us from many other investment advisors.
We invite you to explore our website and contact us if you would like to speak further about how Bullard, McLeod can assist you in the realization of your investment objectives.
Please review the Important Disclosure Information set forth in the Disclosure section of this website.