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
|
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