Bison Wealth Management, LLC. prepares financial plans to assess a person’s financial position and to identify their investment goals. The firm administers investment supervisory services on a discretionary and non-discretionary basis. Portfolios are managed based on goals and objectives established through personal discussions with a client. Portfolios are supervised to reflect the client's risk tolerance and time horizon initiated through client interviews. Regular updates, portfolio monitoring and performance reports track the progress toward each client’s objectives.