BISON INVESTMENT ADVISORS, LLC

Thesis

Bison Investment Advisors, LLC is a registered investment advisory firm based in The Woodlands, Texas, operating with a 'Family Office' approach. Their investment thesis centers on building long-term client partnerships through customized portfolios, diversification, and an active management style. They blend multiple asset classes and sub-sectors, closely monitoring economic and industry trends to identify opportunities. A core strategy involves balancing non-traded assets with liquidity needs via 'cash flow' investments, aiming for less volatile portfolios that provide income and liquidity, thus reducing emotional market reactions. The minimum investment is $250,000, with an average client account size of $676,562 and HNWI account size of $1,329,025. The firm manages approximately $157.5 million in AUM. They were reprimanded and fined $20,000 by the Texas State Securities Board for unsuitable investment advice regarding a leveraged ETF, requiring them to pay restitution to affected clients. Their geographic focus is primarily the US, with notice filings in Texas and Louisiana.