A complete list of active advisors currently associated with Investors Portfolio Services LLC
Warmer can help you find a great advisor at Investors Portfolio Services LLC or one who fits your needs even better.
Investors Portfolio Services LLC provides discretionary and non‑discretionary investment supervisory services to individuals, high‑net‑worth clients, trusts, charities and qualified retirement plans, and also offers financial planning, tax preparation, and periodic educational seminars and workshops. The firm additionally serves as an ERISA 3(21) fiduciary and can act as a 3(38) investment manager for retirement plans, delivering managed accounts and plan‑level advisory services. The firm constructs portfolios based on documented Investment Policy Statements, monitors holdings on a security‑by‑security basis, and may implement strategies using third‑party models and sub‑advisors. For implementation it uses technology and platforms such as the Altruist model marketplace and Altruist One subscription options, and may employ direct indexing via the Brooklyn platform; where appropriate and consistent with client objectives it also discloses the potential use of derivatives including options and box spread strategies in separately managed accounts. Compared with many peers, the firm’s operating model pairs a small advisory team with about $239 million in assets under management while offering a broader set of ancillary services—tax preparation using UltraTax, estate planning via Wealth.com, in‑person classes and workshops, and technology features such as Redtail Speak for compliant texting and AI‑assisted meeting notes. The combination of direct indexing, potential derivatives use in SMAs, and ongoing client education is less common among similar supported firms and may affect suitability and implementation complexity for prospective clients.
To learn more about the advisors currently working at Investors Portfolio Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Puyallup, WA
| 10
| |
Puyallup, WA
| 4
| |
Puyallup, WA
| 34
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)