Bishop, Jt
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management to high‑net‑worth individuals, trusts, pension funds, insurance companies and state sovereign wealth funds, operating three distinct portfolios that are described in the brochure as primarily designed for institutional investors. It manages individual client funds as well and directs custody to specified custodians (Vanguard and Interactive Brokers).
Its investment approach is grounded in more than 50 years of experience and is influenced by the Berkshire Hathaway value‑oriented tradition, with a focus on long‑term ownership of large‑capitalization U.S. stocks and an emphasis on earnings. The firm states it does not use mutual funds in its main portfolios and manages client accounts on a discretionary basis.
Noteworthy features include the portfolio manager’s ongoing licensure and limited practice as a real estate broker, and the firm’s disclosure that it invests the manager’s personal equities in the same securities held in client portfolios. It also forgoes soft‑dollar arrangements, limits recommended custodians, and does not accept proxy‑voting authority for client securities, which is an uncommon combination for a small, state‑registered advisory practice that serves institutional clients.
Client services
Expertise
Fee options
Initial placement fee of 0.25% charged upon portfolio placement, non-refundable.
1% annually, paid quarterly
Account minimum: $1,000,000
Main office
Jackson WY
Advisors at this office
1
Most active in
Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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