$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
358 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fifth Third Bank · Prudential
- Clients
- Retail and Institutional
- Platforms
- Summit matrixPathway
- Established Date
- 05-22-2008
- Office Locations
- 1
Office Locations
-- Glenview IL
About Blue Bison Investments
Blue Bison Investments is an Illinois-based advisory firm serving retail and institutional clients with portfolio construction and ongoing asset management, including insurance and annuity solutions. Portfolios lean heavily on ETFs, with additional use of mutual funds and fixed income; natural resources exposure appears in the toolkit. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$60.1K AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Pathway prime
Custodian
Fusion Signal Focus Radial zenith Alpha ember
Investment Themes
Atlas Frontier quantum
Investment Vehicles
Fusion Vector glacier
Services
Peak quantum North alpha Foundation eagle Legacy
Technology
Focus Summit
Owner & Executives
T
TIMOTHY JOSEPH KLAUKE
Chief Compliance Officer, Founder, President
- CRD
- #3003481
- Ownership
- 75% or more
(231) 427-8359
catalyst.glacier@embercapital.com
in linkedin.com/in/beacon-harbor
Showing 1 of 1 owners & executives
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M
MILTON KENT BLERSCH
--
- CRD
- #2716843
(930) 284-7172
legacy.fusion@primecapital.com
in linkedin.com/in/harbor-atlas
S
SCOTT JEFFREY WIESNER
--
- CRD
- #2716846
(506) 479-2494
north.bridge@elementcapital.com
in linkedin.com/in/vertex-peak
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,499,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,499,800 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,499,800
Equity - Exchange:
21.9% Corporate - Investment Grade:
15.6% U.S. Government/Agency:
24.1% Cash:
14.3% Derivatives:
11.0% Municipal Bonds:
6.8% Corporate - Non-Investment Grade:
6.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,162,058,938 | 21.9% |
| Corporate - Investment Grade | $827,768,011 | 15.6% |
| U.S. Government/Agency | $1,278,795,452 | 24.1% |
| Cash | $758,787,343 | 14.3% |
| Derivatives | $583,682,572 | 11.0% |
| Municipal Bonds | $360,821,953 | 6.8% |
| Corporate - Non-Investment Grade | $334,290,928 | 6.3% |
| Total | $5,306,205,197 | 100.0% |