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Bishop & Associates
the bishop's sword in our logo represents the principles of stability, protection, honor, strength, and courage. each of these is represented in the way we conduct our business, manage assets, and serve clients. we are a boutique asset management firm that uses a proprietary approach to wealth management called panoramic portfolio management. we allocate assets across strategies, starting with our in-house core equity portfolio, a concentrated portfolio management style pioneered by our founder, donald bishop. we then add our in-house, fixed income strategy, and we actively manage risk, using options to provide downside protection as well as to enhance overall return. we then allocate across a broad cross-section of hedge funds and private investments to further reduce correlation and manage risk. through our bishop multi-strategy fund, we provide asset protection strategies using private placement life insurance and private placement variable annuities. we work with a number
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
Frequently asked questions about Bishop & Associates
Let us help answer the most common questions you might have.
Where is Bishop & Associates located?
Bishop & Associates' headquarters is located at Irvine, California, United States
What is Bishop & Associates' official website?
Bishop & Associates' official website is bishop-associates.com
What is Bishop & Associates' SIC code?
What is Bishop & Associates' NAICS code?
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice
How many employees does Bishop & Associates have?
Bishop & Associates has 23 employees
What industry does Bishop & Associates belong to?
Bishop & Associates is in the industry of: Marketing and Advertising
Distrobird — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free