"I am here to help you make foundational financial choices that will serve you now, well into the future, and for the rest of your life."
--Tim Klauke, founder
Klauke Asset Management & Blue Bison Investments
SERVICES
Our clients include individuals companies, and other organizations such as charitable groups. There is no minimum for opening or maintaining an account.
Klauke Asset Management
Klauke Asset Management Group offers a full line of annuities, life insurance, long term care insurance and health insurance products to help you prepare for every chapter of your life, including,
-
Accumulation for your financial future
-
Maximizing the return on your money
-
Protection for your assets
-
Income for your retirement years
Tim J. Klauke receives compensation in the form of commissions in his capacity as CEO of Klauke Asset Management for the above products.
Blue Bison Investments
Blue Bison Investments is a Registered Investment Advisor offering investment management services as a fee based firm.
We manage all client portfolios and do not engage in third-party wrap fee programs from other advisory or brokerage firms, which differentiates us from many other companies.
We offer investment advisory services with respect to: Stocks, Bonds, Exchange Traded Funds (ETF's), and Mutual Funds.
Blue Bison Investments offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Investment Supervisory Services include, but are not limited to the following:
-
Investment strategy
-
Personal investment policy
-
Asset allocation
-
Asset selection
-
Regular and/or continuous portfolio monitoring
Blue Bison Investments primarily buys individual stocks and bonds for clients, adding funds where stocks cannot meet or are not optimal for meeting the objective.
Tim hanging fresh herbs over the wood stove for drying.
A bristlecone pine, the oldest trees on earth, at Great Basin National Park.