A complete list of active advisors currently associated with Blue Bison Investments
Warmer can help you find a great advisor at Blue Bison Investments or one who fits your needs even better.
Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations, managing $21,499,800 on a discretionary basis for roughly 177 clients with a three-advisor team. The firm offers portfolio management across stocks, bonds, ETFs, and mutual funds and coordinates insurance products through an affiliated insurance services company that manages an additional $20,000,000. Accounts are managed on a discretionary basis with individualized investment policy statements, ongoing monitoring, and custody at Charles Schwab. Blue Bison emphasizes individual-stock selection and also employs inverse and leveraged funds and thinly traded securities, using position sizing, diversification, and disciplined sell strategies to manage risk. Distinctive features include the firm’s affiliation with an insurance brokerage and a formal referral and fee-sharing relationship with a CPA firm, arrangements that are uncommon among peers. The firm does not accept performance-based fees, uses a single custodian, and conducts daily trading reviews as part of its hands-on management approach.
To learn more about the advisors currently working at Blue Bison Investments, 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 |
|---|---|---|
Glenview, IL
| 21
| |
Glenview, IL
| 22
| |
Glenview, IL
| 23
|
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