Bison Capital Advisors, LLC

Bison Capital Advisors serves high‑net‑worth individuals, trusts, pension and profit‑sharing plans, and corporate clients, offering discretionary asset management and retirement plan consulting. The firm provides asset management exclusively through a sponsored wrap fee program and delivers plan services that include investment policy development, investment option evaluation, asset allocation modeling, monitoring, and participant education.

Investment advice for wrap clients is managed on an individualized, discretionary basis using fundamental analysis and strategic asset allocation, with periodic reviews at least annually and off‑cycle reviews for material events. The firm typically maintains client cash in relatively conservative vehicles (money market funds, CDs, high‑grade commercial paper or government‑backed instruments) and requires a $500,000 minimum for its Wrap Asset Management service.

What distinguishes Bison from many peers is that it both sponsors and limits its asset management offering to a wrap fee program, and it leverages Fidelity’s institutional platform for custody/execution while using a third‑party Pontera platform to manage held‑away defined‑contribution participant accounts. The firm’s client roster is concentrated among high‑net‑worth households (it does not serve lower‑asset individual clients) and it documents procedures around standing letters of instruction and third‑party money movement to address custody‑related risks.