Bouvel Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bouvel Investment Partners serves individual and high‑net‑worth clients and related trusts and estates, offering discretionary and non‑discretionary investment management alongside financial planning and consulting. The firm also accepts engagements to manage variable annuity subaccounts and to provide non‑discretionary management on the CollegeAmerica 529 platform, in addition to stand‑alone planning work.
Bouvel implements a suite of defined strategies ranging from concentrated equity sleeves (Focused Opportunities/Foundations and Premier Equity Income) to global growth, diversified and balanced multi‑fund approaches, and income‑oriented fixed‑income allocations. Portfolio construction is informed by fundamental analysis (and technical analysis where appropriate), is tailored to individual objectives, and is monitored and adjusted periodically; the firm recently added a Current Income strategy that emphasizes a small number of short‑term fixed‑income ETFs for lower expected volatility.
Noteworthy features include a dedicated Custom Large Position program designed to manage concentrated single‑stock exposures with stop‑loss and other tailored trade strategies, and the firm’s practice of managing investment subaccounts on variable annuities and VA‑style platforms. The firm also discloses relationships that may present conflicts — for example, having a licensed insurance representative and assisting clients in evaluating securities‑based loans — and describes procedures it uses to manage those conflicts.
Client services
Expertise
Fee options
Generally between 0.50% and 1.75%, negotiable
Commissions from sale of insurance products by a licensed insurance agent associated with the firm; no advisory fee charged in addition to commissions for insurance products.
Financial planning and consulting services charged on hourly basis, generally ranging from $250 to $350 per hour, negotiable
Account minimum: $50,000
Main office
See office1220 Valley Forge Road, Suite 43
Phoenixville PA 19460
Advisors at this office
1
Offices (3)
Most active in
California · Florida · Indiana · Maine · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · Utah · Virginia
Also doing business as
Bouvel Investment Partners, LLC · Security Advisors Network, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Malea H
CFP®
Fernandina Beach, FL
Bouvel Investment Partners, LLC
Malea Hornback is a CFP® professional with three years of industry experience. She has worked at Bouvel Investment Partners, LLC since 2026 and previously held roles at Wealth Planning Corporation and Northwestern Mutual Investment Services LLC. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of strategies from concentrated equity to diversified and income-oriented approaches, tailoring portfolio construction to client objectives and managing specialized programs such as Custom Large Position management.
Jean Pierre B
Series 63, Series 65
Phoenixville, PA
Bouvel Investment Partners, LLC
Jean Pierre Bouvel is a financial advisor with Bouvel Investment Partners, LLC in Phoenixville, PA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Bouvel Investment Partners since 2009. Outside of his advisory role, he is co-owner of an office building in Phoenixville, which he manages on a limited basis. Bouvel Investment Partners serves individual and high-net-worth clients, including related trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of defined investment strategies tailored to client objectives and manages variable annuity subaccounts and CollegeAmerica 529 platform accounts.
Stephane B
Series 63, Series 65
Park City, UT
Bouvel Investment Partners, LLC
Stephane Bouvel is a financial advisor with Bouvel Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Purshe Kaplan Sterling Investments for nine years before returning to Bouvel Investment Partners, where he has been since 2002. In addition to his advisory role, he is involved in a fixed insurance business focusing on fixed life insurance, long-term care, fixed annuities, and disability insurance products. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a range of investment strategies tailored to client objectives, including concentrated equity sleeves and income-oriented fixed income, and manages variable annuity subaccounts and 529 plan management on the CollegeAmerica platform.
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