Bishop & Company Investment Management, LLC

Bishop & Company Investment Management, LLC is a fee-only investment management firm founded in March 2008 by Michael W. Bishop. The firm offers Discretionary Investment Management and Investment Consulting for Plan Sponsors of Participant-Directed Retirement Plans. For Discretionary Clients, services include designing long-term investment objectives, recommending asset allocations, supervising portfolio investments, monitoring performance, and rebalancing portfolios. Clients can choose from three investment objectives: Long-Term Growth, Moderate Growth, or Conservative Growth. The firm primarily uses Exchange Traded Funds (ETFs) and no-load mutual funds for diversification. The minimum account balance for Discretionary Investment Management is $1,000,000, although this may be negotiable for certain clients. Bishop & Company does not charge performance-based fees and acts as a fiduciary, committed to acting in clients' best interests. The firm managed $387,048,545 in discretionary assets as of December 31, 2024. The fee structure for Discretionary Clients is tiered based on assets under management, with fees due quarterly in advance. The firm does not participate in wrap-fee programs and does not accept soft dollars from recommended securities. Bishop & Company does not vote proxies on behalf of clients and does not maintain physical custody of client assets. Bishop & Company's investment philosophy focuses on long-term, goal-focused strategies and emphasizes disciplined investing over short-term speculation. The firm's investment research process prioritizes factors such as low fees, liquidity, diversification, tax efficiency, and adherence to benchmarks. Bishop & Company does not engage in market timing, short selling, margin trading, or writing options or futures contracts. Bishop & Company recommends Charles Schwab & Co., Inc. as a custodian and broker, but clients have the option to choose a different broker-dealer. Bishop & Company does not pay third parties for client referrals and receives economic benefits from Schwab for services provided. Bishop & Company is registered with the SEC and has no legal or disciplinary events to disclose. Michael W. Bishop, CFA, and Michael H. Bishop, Esq., oversee the firm's operations and compliance. Michael W. Bishop is a Chartered Financial Analyst with over 30 years of investment advising experience, while Michael H. Bishop is a licensed attorney with experience in legal services. Bishop & Company's investment philosophy is based on long-term wealth building through diversified portfolios and disciplined investing strategies.