At Bison Investment Advisors we try to balance the opportunities that non-traded assets provide with the liquidity needs that most investors desire. Our approach is to focus on “cash flow” investments to help bridge the gap between non-traded and liquidity. Creating portfolios that are less volatile, provide cash flow and offer some level of liquidity helps produce less emotional decisions. It has been our experience that investors are inclined to make untimely decisions when the markets are down or trending negative. These decisions can have an adverse impact on a financial plan that has been established. This is a delicate balance that requires a customized approach to the financial planning process.
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