Bishop & Associates Inc

Bishop & Associates, Inc. is a registered investment adviser established in 1949, offering advisory services for managed accounts to individuals and institutions. The firm specializes in large-cap core equity, high-grade fixed income, and Panoramic Portfolio Management strategies. Additionally, Bishop provides advice on non-publicly traded assets, options, hedge funds, private debt, and private equity investments. The firm also offers discretionary investment advice to a Qualifying Recognised Overseas Pension Scheme (QROPS) and collaborates with Crystal Capital Partners, LLC to provide customized hedge fund and private equity portfolios. Clients may invest in the Crystal Fund, subject to minimum investment levels set by Crystal. Bishop charges management fees on a sliding scale for managed accounts, with additional fees for options overlay programs. The firm may charge incentive-based fees on certain assets but currently has no accounts with such fees. Clients are required to have a minimum account size of $1 million. Bishop does not vote proxies on behalf of clients and does not have custody of managed account assets, which are held at broker-dealers or financial institutions. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits. Bishop has no financial commitments impairing its ability to meet client obligations.