Investments
Most financial plans work well until the environment changes. Our portfolios are built with the expectation that things will change but the plan will still succeed. By continuously evaluating vulnerabilities and failure points, we are able to identify future threats. This enables us to construct buffers and protections to help mitigate risks in an effort to achieve desired outcomes.
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki
Justin Boller CFA®
CIO
Justin serves as the Chief Investment Officer for Bison, where he chairs the investment committee, and oversees research, portfolio construction, and implementation. Justin began his investment career at Invesco in the late 1990s, where he held roles within the firm’s Global Equity, Global Asset Allocation, and Quantitative Equity teams. In 2014, Justin joined Advocacy Wealth Management, LLC to focus on the wealth management aspect of the business. There he served as Chief Investment Officer, where he introduced firm-level portfolio solutions and expanded access to custom strategies for clients. Justin is a founding partner at Bison and serves on the firm’s management committee.
Justin graduated from Wake Forest University and has earned the Chartered Financial Analyst (CFA) designation. He is an avid golf, tennis, and pickleball player and enjoys learning through the experiences of travel. He lives in Atlanta, Georgia with his wife and two children and is an active member of the community serving on various boards and committees.
Investment Process
Bison’s investment committee is continuously monitoring the ever-changing economic, geopolitical, and investment environment to assess opportunities for investment as well as potential risks. Once identified, the research team seeks to identify or create investment strategies to best capture opportunities or defend against identified risks. Portfolios are constructed with the intent of being prepared for a variety of potential environments rather than trying to predict what will happen in the future.
Risk management is central to each phase of the investment process with the team constantly challenging their market assumptions, the validity of security selection, and proper mix of strategies with the objective of striving towards a defined investment objective rather than trying to “beat the market”.
The Bison Approach
Solutions for Protection, Growth, And Income
Public Market Solutions
Equities
- Passive & Active Strategies
- Strategic & Tactical
- Tax-efficient
Bonds
- Cash Management
- Credit
- Tax-Exempt
- Strategic & Tactical
Options Programs
- Income Overlay
- Protection Strategies
Private Market Solutions
Direct Lending
- Middle market
- Specialty financing
- Multi-strategy
Private Equity
- Venture capital
- Buyout
- Secondaries
Real Estate
- Direct
- 1031 Exchanges/DSTs
- Opportunity Zones
Hedge Funds
- Event Driven
- Macro
- Relative Value
- Multi-strategy
Structured Solutions
- Protected Growth
- Protected Income
Security of Assets
Safeguarding assets is paramount. Bison partners with leading financial custodians to hold client assets for safekeeping and to minimize the risk of theft or loss. These custodians offer state-of-the-art cybersecurity, identification requirements, and innovative technology, along with the strength and stability to maintain the security of client assets. Bison’s partnership with these leading institutions provides clients with the flexibility needed to properly execute investment decisions with the peace of mind of knowing assets are secured.
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Strategies from the Following Partners and More
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