Bolivar Investment Services was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Firm

Helping You Reach Your Goals

Bolivar Investment Services provides comprehensive wealth management that can Help Families Retire and Stay Retired. Our firm has a team of experienced investment managers that provide all-inclusive wealth management strategies, help organize clients’ financial lives, and provide services to help them fulfill their dreams. This includes our client’s investment portfolio, estate planning, income taxes, and retirement. Recommendations are based solely on your specific needs, circumstances, and goals. Through LPL Financial, the nation’s largest independent broker/dealer*, We offer our services on a fee basis. LPL Financial does not have any proprietary investments, nor does it conduct investment banking. As a result, research and investment recommendations are unbiased.

*As reported in Financial Planning Magazine, based on total revenues June 1996 - June 2009.

Our Mission & Philosophy

Clients for Life

Our Mission is to provide comprehensive professional and ethical financial guidance to our clients, thereby working toward prudent growth of their wealth and attainment of their goals.

Our Philosophy is to have clients for life and to provide them with the highest level of service and technical knowledge in the management and preservation of wealth. The entire staff of the Bolivar Investment Services is firmly committed to this philosophy.

Our Clients

Expect Integrity, Excellence, and Customized Services

Bolivar Investment Services clients believe that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow. They are retirees and professionals who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. Our clients are highly motivated to work with a professional wealth manager, not a sales representative.

Our Service

Dependable, Consistent, and Personal

Service and personal attention are the defining qualities that set us apart from our competition. The relationship that we develop with each client starts with an initial "get acquainted" meeting that identifies needs and objectives. Next, we develop and present a plan and an investment portfolio. Within 90 days we have a New Client Review. Clients receive monthly statements and if they have advisory accounts they also receive quarterly portfolio performance reports, which give a clear picture of account performance. Regular reviews to check on progress made toward goals help us stay on track. In short, the Bolivar Investment Services is service oriented—not sales oriented.

Our Business Beliefs

Form The Foundation Of Our Process

We believe that there are 7 Key Risks to Retirement Income:

  • Longevity
  • Inflation
  • Improper asset allocation
  • Excessive withdrawal rates
  • Health care expenses
  • Unknown future tax rates
  • Investor behavior

Our job is to help clients overcome these risks through a strict wealth management process because there are no do-overs at retirement.

Our Process

A Strict Discipline, More Predictable Results

Our process includes:

  • Designing a customized plan using worst-case simulations to help reduce uncertainty
  • Reducing risks we can control
  • Allocating assets to potentially maximize returns at a given level of risk
  • Hiring professional wealth managers to implement the portfolio
  • Monitoring managers, performance and plan
  • Regularly rebalancing the portfolio
  • Keeping client and plan on target through regular financial check-ups

489 S. Springfield Avenue PO Box 10 Bolivar, MO 65613
Tel: 417-326-0247 Fax: 417-777-5594 Email:

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.