Welcome

At Bishop McDonald Group we utilize a discretionary management process in order to provide clients with intelligent, high-impact financial solutions that minimize risk and maximize return on investment.

Our process begins with careful analysis of our client’s long-term vision and results in a thorough, effective plan that evolves as they do. Using a six-step process, we are able to deliver carefully considered financial solutions. This conscientiously designed process allows our advisors to provide excellent client service and optimized recommendations.

Through our wealth management process, we build a partnership with you and help you to understand what is being done to grow and secure your wealth, and why. Following this approach, our advisors make informed investment decisions based on specific criteria provided by the client, executing day-to-day transactions on their behalf. We use a disciplined investment philosophy that is rooted in knowledge and experience, and manage each portfolio with exceptional attention to detail.

We work closely with each client to provide you with a personally curated wealth management solution that best fits into your life story, whether that be emphasizing an importance of lifestyle, family, health, or any other goals for the investment.

Understanding that your needs can change, and your goals can shift, is a vital part of our process, so we make sure to consistently re-evaluate your investment plan with you to ensure that we are always working towards what is best for you and your future.

This method takes the traditional view of management, which is focused around asset allocation, and transitions it into a more personalized investment based around you, your family, and your life.