James Bishop
Wealth Manager Financial Advisor Managing Partner at Dark Horse Llc
Based in Katy, United States
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Seniority
Other
Department
Other
Location
Katy
Industry
Public Relations and Communications Services
Company size
30
Contact information
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j•••••••@darkhorsellc.com
Phone
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Background
About James Bishop
Dark Horse LLC is a fee-only Registered Investment Advisor firm and I am the managing partner and an Investment Advisor Representative of the company. I personally manage all Dark Horse client portfolios and pride myself on attention to detail, honesty, and investing in undervalued companies. I specialize in Traditional and Roth IRAs, Trusts, individual investment accounts, and advice for 401k distributions. We have also recently added financial advising services including: budget creation and analysis, retirement planning, risk management planning, estate planning, and full financial planning. These services can be utilized separately or in addition to our wealth management services. With regard to wealth management, it is my goal to create a diversified portfolio for each client based on their individual savings goals, risk tolerance, and time horizon. Please visit or contact me directly via phone or email for more information or to talk about the merits of being a Dark Horse!
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