Read our new whitepaper: Seeking Higher Investment Returns

Why BIP?

  • Firm Culture – BIP Wealth has developed a culture of professionalism, expertise, service and innovation that is rapidly gaining notoriety among investor and wealth management communities alike. BIP is a “flat” organizations where collaboration among professionals is the norm.
  • A Better Client Value Proposition – We’ve spent a number of years researching the high net worth private investor market. We’ve identified four key areas that high net worth investors highly value: sophistication of investment approach, financial planning, tax planning, and quality of service. At BIP, our advisor-partners offer distinct advantages to clients in each of these key areas.
  • Security, Integrity, Strength – The trust you have developed with your clients is one of your most valuable assets, and you won’t put it at risk at BIP – rest assured. The BIP brand has never been tarnished by such things as derivatives scandals, self-dealing or misrepresentation of products. Nor have we had to sell out to a competitor in desperation. Our balance sheet is strong, we are profitable, and we continue to grow in ways that do not put our advisor-partners at risk. We’re not building BIP to sell it, publicly or privately. Rather, we are committed to long-term growth and service to our clients.
  • Seamless Transition – We have significant experience in assisting advisors in transitioning their practices to our platform in a way that minimizes client disruption. We have developed a process for everything one might think of – from client onboarding, to training on new systems, to reducing tax implications from transitioning portfolios, and more.

Connect Me To An Advisor

We want to connect you to the right advisor. Please tell us more about you.