Bulwark Capital Corporation

Overview

Bulwark Capital Corporation is a boutique advisory firm that concentrates client capital in public funds and indexed strategies while maintaining the flexibility to access alternatives through third‑party managers. The firm’s advisory mandate emphasizes portfolio management for individuals and small businesses, and its client base spans individual and family clients as well as institutional relationships. Fee arrangements reported include a mix of percentage of AUM, hourly charges and fixed fees, which supports both ongoing discretionary management and project‑based engagements. From an investment posture, Bulwark shows a strong tilt toward broad market ETFs and mutual funds as the core building blocks of client portfolios. Equity exposure is largely achieved via pooled vehicles rather than concentrated single‑name positions, and the firm supplements public markets exposure with targeted allocations to alternatives and corporate debt to broaden return sources and risk management tools. Bulwark does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices