Blue Bison Investments

Overview

Blue Bison Investments is a small, owner-operated advisory firm structured as a corporation that combines portfolio management for individuals and small businesses with insurance brokerage capabilities. The firm charges clients on a percentage-of-AUM basis and serves a mix of individual, family and some institutional clients. Investment activity is tilted toward public equities—both exchange-traded funds and individual stocks—with a preference for liquid, cost-efficient instruments that can be implemented across separately managed account structures. Blue Bison does not position itself as an active ESG investor and is not registered as a multistate adviser. Manager allocation interest centers on equity exposure as the core allocation, with selective use of alternative exposures in commodities and energy. The firm’s insurance-broker role is reflected in its use of annuity products as part of client solutions where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices