We are Philadelphia's oldest privately-held investment adviser, established and in continuous operation since 1949.
The Bishop's Sword in our logo represents the principles of Stability, Protection, Honor, Strength, and Courage. Each of these is represented in the way we conduct our business, manage assets, and serve clients.
We are a boutique asset management firm that uses a proprietary approach to wealth management called Panoramic Portfolio Management. We allocate assets across strategies, starting with our in-house Core Equity portfolio, a concentrated portfolio management style pioneered by our founder, Donald Bishop. We then add our in-house, fixed income strategy, and we actively manage risk, using options to provide downside protection and enhance overall return. We then allocate across a broad cross-section of hedge funds and private investments to further reduce correlation and manage risk.
In addition to Panoramic Portfolio Management, we provide asset protection strategies using Private Placement Life Insurance and Private Placement Variable annuities. We work with a number of advisors and attorneys to create these strategies to meet each client's specific needs.
Company Details
- Employees
- 28
- Founded
- -
- Phone
- +1-215-568-5450
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.bishop-associates.com
- Keywords
- IT Consulting.
Bishop & Associates, Inc. Questions
Bishop & Associates, Inc.'s helpline number is +1-215-568-5450
Bishop & Associates, Inc.'s website is http://www.bishop-associates.com
Bishop & Associates, Inc.'s LinkedIn profile is https://www.linkedin.com/company/bishop-&-associates
Bishop & Associates, Inc. has
28 employees.
View email and phone details for 28
employees at Bishop & Associates, Inc..
Bishop & Associates, Inc.'s industry is
Investment Management
Bishop & Associates, Inc.'s top competitors are
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Bishop & Associates, Inc.'s categories are Investment Management
Bishop & Associates, Inc.'s founding year is 1949
