Man on the mountain Timoty Chan
We see farther because we are relentless in the pursuit of truth and not afraid to ask tough questions

Welcome

 

My name is Bozidar Jovanovic and I am the founder and Chief Investment Officer of Honey Badger Advisors. I started my career in finance and investing in 1998, as a newly minted physics PhD – becoming what is commonly referred to as “quant”.

Over the years I built investment strategies for traditional long only funds and for hedge funds and spent majority of my time managing portfolios with multiple assets. Portfolios that contain similar building blocks as the one you likely have, but with more consistent outcomes. 

I became Chief Portfolio Strategist for a private bank, overseeing investments for individual investors, families, institutions and corporate pension plans (totaling $3Bln).

I noticed that portfolios of many investors, even those with millions in assets, were built in a haphazard way and not living up to the expectations. Sometimes this is due to the investment organizations own conflict of interest. Many times it is because vast majority of financial advisors are glorified salesmen – gathering assets and selling the “hot product of the day” – regardless of how it benefits the clients. No wonder than that 67% of Americans would rather see a dentist than speak to a financial advisor.

I founded Honey Badger Advisors to change this – we are bringing to you institutional level portfolio management, free of biases and conflicts of interest. Expertise that serves you and only you.

Our services are for you if you are serious about securing your and your family’s future and want someone to help you with your best interest in mind. We will never serve interests of mega banks, activists or global scoundrels like World Economic Forum. Our approach is not “sales strategies”, we engage in collaborative and educational work. Which means we are going to work with you to fully understand the reasoning for every one of our proposals before anything is implemented.

On the other hand if you have goals that are not consistent with prudent investment – such as virtue signaling, ESG, get rich quick, ponzi schemes, crypto – we are not for you. We cannot reconcile our fiduciary duty with such activities and would advise you to take business elsewhere.

Ready for a no obligation conversation?

Are You Asking Yourself These Questions?

- Will I be able to retire? When?
- What kind of lifestyle will I be able to afford when I retire? 
- What can I do today to achieve my desired lifestyle in retirement? 
- Are my dependents protected in case something unexpected happens? 
- What happens to my family if I get disabled?
- How do I leave a legacy for my family and causes I care about?

Our Fundamental Values

 Independent – our advice is centered solely on your needs. We don’t need to meet sales quotas or push latest fad products. We have an open platform that enables us to pick the best funds available and offer the solutions that best fit your situation.
 

 Unbiased – we are not restrained by competing business interests. We are not involved in M&A, securitization, security origination, so we can offer unfiltered opinion.

 Fierce – just like our name sake, Honey Badger, we are small but unafraid to tell you what large complex organization with multiple lines of business won’t.

 Fiduciary – we are fee only advisors – we won’t sell your data to Hedge Funds, we don’t take payments from outside managers to place their products. Your best interest is our best interest. The only commissions we accept are for providing insurance products – which we do only when needed.

 Our Pledge – we do not engage in high pressure sales or any other “sales strategies”. We do not sell products, we provide solutions for your financial security.

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Honey Badger Advisors LLC (HBA) is a registered investment adviser located in Rye, New York. HBA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HBA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of HBA’s web site on the Internet should not be construed by any consumer and/or prospective client as HBA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by HBA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HBA, please contact the state securities regulators for those states in which HBA maintains a registration filing. A copy of HBA’s current written disclosure statement discussing HBA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from HBA upon written request. HBA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HBA’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

Our goal is to guide you to the best possible outcome for your situation.

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