Engineered to perform.

Our Advantage

Advisors who join the BIP Advisor Platform as our partners enjoy a number of distinctive practice features that we refer to collectively as The BIP Platform Advantage:

  • Unique Public Market Platform – An open architecture investment platform and philosophy for public market investing, grounded in financial science.
  • Access to Private Market Investing – One of the Southeast’s most recognized brands in private equity, private debt and venture capital investing, bringing those solutions directly to our investing clients.
  • Proprietary Technology Platform – A proprietary technology platform that supports every element of our unique business model – from relationship management, to performance reporting, to financial planning – empowering our advisor-partners like no other system in the marketplace.
  • Attractive Economics – An industry-leading financial package for our advisor-partners that includes
    • a generous fee revenue-sharing model.
    • a practice succession plan that enables our advisor-partners to monetize their practices at retirement.
  • Administrative Infrastructure – An administrative infrastructure – investment and technology platform, training, compliance, HR, administration – that enables our advisor-partners to do what they do best: serve clients.
  • Referral Sources – Access to the platform’s network of referral sources: BIP partners, custodians and business development professionals.

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