Simple, Efficient, and Innovative Approach to Wealth Management
Bison
Bison is a boutique of independent investment advisors that seeks to deliver a superior, differentiated client experience. Our advisors benefit from industry leading technology, investment solutions, compliance and client support, enabling them to deliver an unparalleled level of service to their clients.
Created by a multi-billion-dollar family office, Bison has the patient capital to build and maintain infrastructure and provide resources to advisors seeking to grow their business through acquisition or monetize their business, all while seamlessly transitioning clients to the next generation of advisors.
Why Bison?
Client Focus
A deep understanding of each client’s unique needs is the foundation of success. Focusing time on high value client activities creates lasting relationships.
Advisors have spent years building their brand and client relationships. Maintaining the branding and servicing model autonomy is critical to continuity of the client experience.
Patient Capital
High caliber firms are built with a client focused vision rather than a financial vision. Having a key stakeholder with a patient, long-term mindset is critical to supporting advisor and firm level success.
Comprehensive Solutions for Financial Advisors
Simple. Efficient. Innovative.
Investment Solutions
Flexibility to customize portfolios
Access to unique client solutions
Portfolio construction expertise
Operational Support
Comprehensive technology platform
Practical compliance approach
Customized proposal generation
Succession Planning
Flexible capital structure to monetize firm value
Attractive ongoing revenue payout
Continuity of client experience
Growth Initiatives
Resources to expand through acquisition
Innovative solutions to boost client engagement
Expansion of referral sources
Infrastructure and resources to compete and win
Learn more about leveraging the economies of scale and balance sheet of Bison while maintaining local autonomy to meet client objectives
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