Turnkey, Broadly Diversified, Actively Managed

Davidson Investment Advisors’ Bison Strategies provide a flexible, diversified, and transparent solution for clients seeking to build asset class and risk allocations in a scalable and efficient manner. Professionally managed by our team, these portfolios combine the benefits of a Separately Managed Account with the broad diversification of allocated portfolio solutions and fund strategist portfolios.

These portfolios are separately-managed and traded by Davidson Investment Advisors, and are suitable for clients with a range of risk tolerances and investment objectives. Portfolios generally hold a mix of individual stocks and bonds as well as allocations to a range of ETF and mutual fund holdings for additional asset class exposure and diversification.

How We Manage the Portfolios

Professionally Managed

  • Fund and security selection by Davidson Investment Advisors
  • Allocations actively monitored and dynamically managed
  • Responsive to economic environment

Broadly Diversified

  • Turnkey asset class construction
  • Individual security and ETF/mutual fund positions
  • Informed by multi-asset perspective

Cost and Risk Aware

  • Active and passive components
  • Multiple allocation options
  • Competitive cost structure

Growth & Income Focus

Seeking growing investments with an emphasis on dividend yield.

Equity Growth & Income

Total Return Focus

Seeking strong total returns across market cycles.

Equity Total Return

Diversified Growth & Income

Diversified Total Return

Balanced Growth & Income

Balanced Total Return

Conservative Balanced Growth & Income

Conservative Balanced Total Return