A complete list of active advisors currently associated with Bishop & Associates Inc

Warmer can help you find a great advisor at Bishop & Associates Inc or one who fits your needs even better.

Bishop & Associates is a small, two-advisor registered investment adviser managing roughly $32 million for individuals, retirement accounts, charitable organizations, foundations, pension plans and trusts. The firm provides discretionary portfolio management, an in-house large-cap core equity strategy, high-grade fixed-income management, an options overlay, and advice or access to non‑public investments, private debt and private equity for qualified investors. The firm emphasizes risk management through its Panoramic Portfolio Management approach, combining multiple strategies and asset classes and applying a Growth-at-a-Reasonable-Price equity style with a limited number of meaningful holdings. Bishop also partners with an outside manager to construct customized hedge fund and private equity portfolios; clients approve initial allocations and the firm has discretion to rebalance those customized portfolios thereafter. Several features distinguish Bishop from many peers: principals maintain affiliated commodity‑trading and introducing‑broker activities and the firm has a history of sponsoring and managing private investment funds. Bishop may charge incentive (performance‑based) fees to qualified investors (though it currently has no such accounts) and routinely uses derivatives (an in‑house options overlay) and may employ borrowing or leverage in managed accounts and through external managers, with oversight from a compliance committee to address related conflicts.

To learn more about the advisors currently working at Bishop & Associates Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.