A complete list of active advisors currently associated with Bishopsgate Investment Company
Warmer can help you find a great advisor at Bishopsgate Investment Company or one who fits your needs even better.
Bishopsgate Investment Company provides portfolio design and advisory services for wealthy individuals, corporations, institutional investors, pension plans, trusts, foundations, and other investment managers. Its services range from short-term consultation and advisory-only implementation packages to limited discretionary management of pooled vehicles, plus advice on hedging, private financings, and non‑public investments. The firm’s investment approach centers on structured portfolios that combine fundamental research with stratified statistical sampling to preserve benchmark characteristics while seeking improved relative performance; strategies emphasize low turnover, planned rebalancing, and a long‑term orientation. Bishopsgate supports its process with a proprietary, historically complete research database used for multi-factor analysis and back‑testing to inform sampling and portfolio construction. Compared with many peers, Bishopsgate routinely offers hourly or fixed‑price consulting and negotiable packaged services in addition to asset‑based management, and it licenses structured‑portfolio strategies to institutional clients through an affiliated research publisher. The firm operates at a relatively small scale for an investment manager (managing roughly $1.57 million in discretionary assets), uses an unbundled service model that expects clients to implement trades through their chosen brokers, and limits its discretionary client slate to a small number of pooled accounts.
To learn more about the advisors currently working at Bishopsgate Investment Company, 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 |
|---|---|---|
Annandale, VA
| 33
|
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