Bishop & Company Investment Management
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Bishop & Company provides the financial expertise, portfolio guidance and personal accountability to help you prepare for a successful retirement.

Michael W. Bishop is a Chartered Financial Analyst® (CFA®) Charterholder. The CFA designation is among the highest distinctions in the investment management profession. CFA charterholders bring a strong understanding of advanced investment analysis and real-world portfolio management skills to deliver premium advice.

According to the CFA Institute, fewer than one in five candidates who begin the program receive the charter. There are approximately 150,000 CFA charterholders worldwide. Learn more about this at the CFA Institute.

For peace of mind, we recommend Charles Schwab & Co., Inc. to custody your assets. Schwab is a pioneer in the business of serving independent, fee-based investment advisors and their clients for over 30 years. $1.3 trillion in client assets have been placed with Schwab Financial Advisors like Bishop & Company. More than 1,800 Schwab employees are dedicated to providing responsive custody, trading and operational support that helps us deliver timely, quality service to you.

Schwab has the security measures in place that exceed requirements by industry regulators to provide the protection our investors seek—and that we demand—when choosing an asset custodian.

To learn even more about our sound financial solutions, or to schedule a one-on-one consultation, simply contact us today.

An independent, fee-only Registered Investment Advisor Founded by Michael W. Bishop We'll work with you to build a well-diversified portfolio
Michael Bishop
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© 2021 Bishop & Company Investment Management
1250 Tower Lane Suite 101Erie, PA 16505
(814) 314-0344
Bishop & Company

Attention Bishop & Company Investors,

To access your online Schwab brokerage account please read the following disclosure and click continue:

You are now leaving the Bishop & Company website and will be entering the Charles Schwab & Co., Inc. ("Schwab") website.

Schwab is a registered broker-dealer, and is not affiliated with Bishop & Company or any advisor whose name appears on this website. Bishop & Company is/are independently owned and operated. Schwab neither endorses nor recommends Bishop & Company unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Bishop & Company under which Schwab provides Bishop & Company with services related to your account. Schwab does not review the Bishop & Company website, and makes no representation regarding information contained in the Bishop & Company website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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