A complete list of active advisors currently associated with Bishop Financial Services LLC
Warmer can help you find a great advisor at Bishop Financial Services LLC or one who fits your needs even better.
Bishop Financial Services LLC is a small, independent advisory firm that provides discretionary portfolio management and related services to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm manages a concentrated book of accounts and prepares individualized Investment Policy Statements to guide asset allocation, security selection, and ongoing monitoring. The firm employs both fundamental and quantitative analysis and implements strategies that can include short‑term trading, margin use, and short sales, focusing primarily on equities, exchange‑traded funds (including precious‑metal ETFs) and certain non‑U.S. securities. Bishop Financial requires discretionary trading authority, directs clients to a single custodian, and provides monthly account reviews and periodic written reporting. Notable differences from many peers include its offering of a named “High Performance Fund” that uses a performance‑based fee structure with a high‑water mark and the brochure’s presentation of performance results and hypothetical performance information—features that are uncommon among independent solo advisers. The firm also does not aggregate trades for multiple clients and requires clients to use a specified broker‑dealer, practices that can affect execution and trading liquidity relative to other similar advisers.
To learn more about the advisors currently working at Bishop Financial Services LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Naperville, IL
| 4
|
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