Panoramic Portfolio Management
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PANORAMIC PORTFOLIO MANAGEMENT
Bishop & Associates employs a proprietary approach to managing client assets called,
Panoramic Portfolio Management.
Rather than allocate funds among asset classes, we allocate them among
Our panoramic approach allows us to
controlling portfolio risk.
core equity strategy,
which has been the cornerstone of our firm for over
is based on a
approach that seeks to achieve stable returns over the long term.
highly diverse strategies
using all available asset classes across broad time horizons.
active risk management approach
seeks to identify assets that produce uncorrelated returns.
ENHANCING RETURNS, REDUCING PORTFOLIO VOLATILITY...
enhance total portfolio returns
we employ a variety of alternative strategies that complement our core equity strategy through low correlation.
reduce portfolio volatility
we use a variety of private equity, private debt, and non-publicly traded securities.
We use large cap core equity and high grade fixed income as a base for market exposure.
all client portfolios.
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BISHOP & ASSOCIATESPanoramic Portfolio Management