A complete list of active advisors currently associated with P.A. Schopen & Associates, LLC

Warmer can help you find a great advisor at P.A. Schopen & Associates, LLC or one who fits your needs even better.

P.A. Schopen & Associates, LLC provides discretionary portfolio management primarily to individual and high‑net‑worth clients, overseeing about $54.7 million across roughly 93 accounts. The firm prepares an Investment Policy Statement for each client and advises on asset allocation and security selection using mutual funds, ETFs, equities, fixed income and real‑estate funds. Its investment approach is a hybrid blend of actively managed mutual funds and passive ETFs guided by Modern Portfolio Theory and tailored to each client’s risk tolerance and time horizon, with ongoing monitoring and periodic rebalancing. The firm employs multiple methods of analysis — including fundamental, quantitative, technical, charting and cyclical techniques — and may use tools such as trailing stop‑loss orders and model allocations to implement portfolios. Notably, the firm discloses and implements several complex or emerging strategies that exceed what many peers disclose, including direct indexing, structured notes, buffer and leveraged/inverse ETFs, and potential cryptocurrency exposure, as well as assistance in seeking securities‑backed lines of credit. It manages client assets exclusively in‑house (not via third‑party managers) and explicitly discloses use of AI tools (including recording/transcription of client meetings with an opt‑out option) and related risks such as political, AI and cybersecurity considerations.

To learn more about the advisors currently working at P.A. Schopen & Associates, 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.