A complete list of active advisors currently associated with Bishop, Jt

Warmer can help you find a great advisor at Bishop, Jt or one who fits your needs even better.

The firm provides discretionary portfolio management to high‑net‑worth individuals, trusts, pension funds, insurance companies and state sovereign wealth funds, operating three distinct portfolios that are described in the brochure as primarily designed for institutional investors. It manages individual client funds as well and directs custody to specified custodians (Vanguard and Interactive Brokers). Its investment approach is grounded in more than 50 years of experience and is influenced by the Berkshire Hathaway value‑oriented tradition, with a focus on long‑term ownership of large‑capitalization U.S. stocks and an emphasis on earnings. The firm states it does not use mutual funds in its main portfolios and manages client accounts on a discretionary basis. Noteworthy features include the portfolio manager’s ongoing licensure and limited practice as a real estate broker, and the firm’s disclosure that it invests the manager’s personal equities in the same securities held in client portfolios. It also forgoes soft‑dollar arrangements, limits recommended custodians, and does not accept proxy‑voting authority for client securities, which is an uncommon combination for a small, state‑registered advisory practice that serves institutional clients.

To learn more about the advisors currently working at Bishop, Jt, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.