Simple, Efficient, and Innovative Approach to Wealth Management


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.

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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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