Bellair Beach, FL Office

Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates and charitable organizations, providing financial planning, portfolio management, curated model portfolios, access to third‑party managers, and ERISA retirement plan services. The firm also offers administrative and model-delivery services to other registered investment advisers through a Turnkey Asset Management Platform.

Bison’s investment process centers on outcome‑focused, multi‑manager model portfolios (described as Protection, Lifestyle, and Legacy) that blend tactical and strategic allocations across liquid and private‑market strategies and may include interval funds and other alternatives. It also manages distinct tactical and individual‑security strategies, allocates to third‑party models and TPMs, and offers an options‑based Overlay strategy implemented in coordination with an affiliated sub‑adviser.

The brochure discloses several features that differentiate the firm: Bison contracts directly with other advisers via its TAMP and discloses affiliated arrangements with Liquid Strategies (including promoter‑fee arrangements tied to the Overlay program). It also reported a recent material change to its billing method (moving to month‑end valuation) and describes specialized offerings such as assistance with box spreads and the use of interval funds, each of which raises specific liquidity and suitability considerations.