Bisonwood Financial Management

Bisonwood Financial Management, founded in 2005, is a fee-only investment and asset management advisory firm registered with the SEC. The firm specializes in individualized fund supervision, management, and investment based on clients' unique needs. Their investment approach focuses on asset allocation across various classes such as stocks, bonds, real estate, and commodities, guided by Modern Portfolio Theory. Bisonwood is a fiduciary, acting in clients' best interests, and does not accept commissions or finder's fees. They offer financial planning services to investment management clients and manage accounts on a discretionary basis, with a fee schedule ranging from 0.50% to 1.50% based on assets under management. Clients with assets under $1,000,000 making regular deposits receive a reduced fee. The firm's investment strategies include long-term purchases and short-term trading, with a focus on risk management. Bisonwood's methods of analysis include MPT, fundamental, cyclical, technical, and charting analysis. The firm serves a diverse client base, including individuals, high net-worth individuals, pensions, trusts, and corporations. Clients' accounts are reviewed regularly, and Bisonwood has a Business Continuity Plan in place for potential disruptions. The firm's Code of Ethics ensures client interests are prioritized, and they do not receive additional compensation for client referrals. Bisonwood maintains strict privacy principles and safeguards client information.