Bison Creek Wealth Management LLC

Overview

Bison Creek Wealth Management LLC is a fee-based advisory firm that manages portfolios for individuals, families and institutional clients while also providing pension consulting services. The firm operates primarily through percentage-of-assets-under-management fees and emphasizes third-party public funds and mutual funds as its primary vehicle for implementing investment strategies. A relatively small portion of assets are managed on a discretionary basis, while the bulk of assets are non-discretionary, which is consistent with a practice that supports employer sponsored retirement plans and client-directed investment lineups. The firm is not marked as an active ESG investor and does not appear to act as a capital allocator. Its advisory activities span portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting, indicating a mix of retail and plan-focused work. The custody relationship with a retirement-focused custodian aligns with the pension consulting and plan asset work the firm conducts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices