BISHOP FINANCIAL SERVICES LLC

Overview

Bishop Financial Services LLC is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses. Its stated investment preference is equities: the firm allocates the bulk of client capital to exchange-traded securities and constructs portfolios with an equity tilt. The advisory practice charges both a percentage-of-assets fee and may use performance-based fee arrangements for some clients, aligning compensation with investment outcomes for accounts that qualify. Investment activity is concentrated and straightforward rather than expansive: the firm favors liquid, exchange-traded instruments custodied at a retail/clearing platform and does not report active involvement in ESG investing. Portfolio construction appears driven by direct equity and ETF exposure rather than complex multi-manager or large-scale alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices