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BISON / TRUADVICE
TRUADVICE® assists advisors by offering a comprehensive service platform to support all key aspects of their business.
OPERATIONS TRUADVICE® aids the advisor in the day-to-day operational support so they can focus on serving you and your family.
COMPLIANCE TRUADVICE® offers expert guidance and advice to your advisor through our strategic alliances in managing the details of your investments.
EDUCATION & TRAINING CEO and founder, Chris Sleight focuses on one-on-one mentorship with advisors to ensure they are always up to date on industry changes and new opportunities.
TRU ANALYTICS We act as an extension of your advisors office to help analyze and construct comprehensive financial plans. We view financial planning as an ongoing, ever changing process and tailor each financial plan based on your changing “wants and needs” as you go through life.
TRUADVICE® is a Bison Advisors’ office located in Sarasota, FL
Created by a multi-billion-dollar family office, Bison understands the needs of wealthy families and strives to bring that same level of knowledge and resources to families of all sizes.
OUR CULTURE
Bison was created with a vision that families benefit from 3 simple concepts: Plan, Protect, and Prosper. Bison was founded by The Terry and Kim Pegula Family Office known as East Asset Management in conjunction with operating partner Teton Capital Partners founded by Brad Ball and his team of executives. As Terry Pegula rose from petroleum engineer to Billionaire Oil and Gas Entrepreneur, Philanthropist and Professional Sports Team Owner the family was amazed to see all the products, services and capabilities that became available to them. Bison seeks to make these family office tools available, where appropriate, to Bison clients.
