BISONWOOD FINANCIAL MANAGEMENT

Overview

Bisonwood Financial Management is an independent registered investment adviser focused on fee-based portfolio management and financial planning for individuals, families and small business clients. The firm runs equity-centric portfolios delivered primarily through separately managed accounts and exchange-traded products, and supplements core public-market exposure with third-party private equity and real estate fund allocations. Business activity centers on personalized portfolio construction, ongoing discretionary management and financial planning rather than institutional or multi-state advisory programs. Investment practice emphasizes equity exposure as the primary return engine — the firm’s filings identify a preference for exchange-traded equities — while using fixed income, mutual funds and annuity solutions to address income, liability and diversification needs. Bisonwood operates on a percentage-of-AUM fee model and provides portfolio management services both for individual/household wealth and for small business or institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices