Engineered to perform.

About Our Advisor-Partners

We’ve built the BIP Advisor Platform for advisors seeking:

  • One of the best client value propositions in the wealth management industry, with a differentiated investment platform designed to facilitate practice growth.
  • The independence and autonomy of a smaller firm coupled with the capabilities and resources of a larger firm.
  • Relief from administrative burdens that inhibit practice growth, so that client focus and business development remain undisturbed priorities.
  • Elimination of risk associated with developing technology, hiring investment personnel, staffing a back office, and managing regulatory compliance.
  • An attractive and viable practice succession plan.


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