Bip Alliance, LLC
BIP Alliance, LLC is a registered investment adviser headquartered in Atlanta, Georgia, founded in 2024. The firm provides personalized investment advisory services for individuals, families, and retirement plans, offering financial planning for retirement, estate purposes, education funding, charitable gifting, and other financial goals. BIP Alliance serves approximately 217 clients and conducts ongoing account monitoring and management. The firm is independently owned and operated and does not receive commission-based compensation from investment products. With a focus on tailored client relationships, BIP Alliance assists clients in developing financial plans suited to their risk tolerance and investment objectives.
Investment Strategy
BIP Alliance, LLC offers customized investment advisory services, including financial and investment planning that accounts for retirement, estate, education, and charitable goals. They meet with clients to assess financial goals, risk tolerance, and time horizon to develop individualized investment plans. The firm provides ongoing monitoring and management of client portfolios, typically reviewed quarterly or when a client's financial situation changes. They do not sell commission-based products and may recommend unaffiliated private market securities approved by BIP’s Investment Committee. In addition, BIP Alliance invests in offerings where it has discretionary authority, based on mandates and objectives set forth in offering documents.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 33.21% | $86.5M | 152,222 | $538.34 | $568.03 | +$13.8M |
V VEA | VANGUARD FTSE DEVELOPED | 10.94% | $28.5M | 499,746 | $48.07 | $57.01 | +$3.4M |
V VTEB | VANGUARD MUNI BND TAX | 10.04% | $26.1M | 533,216 | $50.12 | $49.03 | -$318.3K |
B BND | VANGUARD TOTAL BOND | 7.97% | $20.8M | 281,943 | $72.01 | $73.63 | -$1.4M |
V VXF | VANGUARD EXTENDED MARKET | 7.62% | $19.9M | 103,018 | $188.63 | $192.71 | +$4.2M |