Is to create long-term mutually beneficial partnerships with our clients. We want to serve as your trusted advisor on major financial decisions. We take the time necessary to understand your financial situation, then work together with you to implement a solution.
Bison Investment Advisors uses the “Family Office” approach with regards to its investment management process. The term “Family Office” refers to a company that is created for the sole purpose of managing the wealth of a single family or group of families. The main difference between a “Family Office” approach and an “Endowment Model” approach is the greater flexibility the family office has with regards to the types of assets that can be acquired. Typically, a family’s wealth is the result of owning a successful business or businesses. One of the primary goals of an Advisor is to diversify the family’s holdings to reduce certain risks.
Access to the types of investments used by Family Offices has long been out of reach for the average investor. Fortunately, with Bison Investment Advisors relationships and technology, Access is not the major challenge, but rather screening the ability to identify those investments with the right risk-reward characteristics and low correlation to traditional investments.
Our Process involves an “active” management style versus a “passive” buy and hold. We refer to our process as being more dynamic. Given the rapid changes in technology and information, we continually seek to identify investments to be a part of our allocation models.
At Bison Investment Advisors we try to balance the opportunities in multiple types of assets with the level of liquidity that most investors desire. Creating portfolios that are less volatile, provide cash flow and offer some level of liquidity helps produce less emotional reactions when markets turn negative. Achieving the right balance requires a customized approach in the financial planning, execution, management and monitoring of client portfolios.
