Our Process involves an “active” management style versus a “passive” buy and hold. We refer to our process as being more dynamic. Given the rapid changes in technology and information, we continually seek to identify investments to be a part of our allocation models.
At Bison Investment Advisors we try to balance the opportunities in multiple types of assets with the level of liquidity that most investors desire. Creating portfolios that are less volatile, provide cash flow and offer some level of liquidity helps produce less emotional reactions when markets turn negative. Achieving the right balance requires a customized approach in the financial planning, execution, management and monitoring of client portfolios.