At Bishop & Company, our belief is that we can serve our clients best as a Registered Investment Advisor. Our passion for managing client portfolios is rivaled only by our commitment to building strong relationships.
You’ll find our asset management strategies are designed specifically to protect and grow your wealth. We start by thoroughly understanding your individual objectives then design a long-term investment plan. A portfolio is created that provides the highest likelihood of accomplishing your long-term plan.
Unlike brokers, we’re bound by fiduciary duty to act in your best interests at all times. Quite simply, we always strive to do what’s right for you.
We work with complex portfolios and address specific needs that require a breadth of investment management knowledge.
Moreover, our fees are simple to understand and are based on a percentage of total assets managed.
So you can rest assured that our goals are truly aligned with yours.
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.×