Company Overview
- Headquarters
- Irvine CA
- Website
- bishop-associates.com
- Employees
- 28
- Founded in
- 1949
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Bishop Associates
Bishop Associates is a privately-held investment advisory firm based in Philadelphia. Established in 1949, the company has served clients for over seven decades. With 28 employees, Bishop Associates manages assets under a proprietary wealth management approach. The company specializes in asset management and offers a unique strategy called Panoramic Portfolio Management. This approach allocates assets across various strategies, including a concentrated equity portfolio, a fixed income strategy, and a selection of hedge funds and private investments. Bishop Associates also provides asset protection strategies through Private Placement Life Insurance and Private Placement Variable annuities. The company's logo, featuring the Bishop's Sword, symbolizes the principles of Stability, Protection, Honor, Strength, and Courage, which guide their business practices, asset management, and client relationships. For more information, visit bishop-associates.com.
Company Leadership
Bishop Associates Tech Stack
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