A complete list of active advisors currently associated with P/E Capital Investments

Warmer can help you find a great advisor at P/E Capital Investments or one who fits your needs even better.

P/E Capital provides discretionary investment management and advisory services to individuals, trusts, charitable organizations, corporations and retirement accounts, and also offers educational seminars and retirement plan workshops. The firm implements its advice through model portfolios and program access that include custodial model portfolios, a fund‑of‑funds solution offered via Ameritas separate accounts (variable annuities), and a technology‑focused growth hedge program executed on Interactive Brokers. The firm’s investment approach emphasizes total‑return oriented model portfolios, active rebalancing, and a mix of quantitative, fundamental, technical and cyclical analysis to align allocations with clients’ risk tolerance and goals. Portfolios may include mutual funds, ETFs, equities, alternative strategies and derivatives; the NASDAQ‑focused growth hedge strategy is managed dynamically to respond to market volatility. P/E Capital differs from many peers by operating an Ameritas separate‑account fund‑of‑funds program and an IBKR‑based proprietary growth hedge program that includes a fee component tied to realized options revenue, while also maintaining insurance distribution activity that results in commission and trail compensation for certain products. The firm also serves non‑U.S. accounts through its Interactive Brokers platform and routinely offers educational workshops to retirement plan participants, practices that are less common among similarly structured firms.

To learn more about the advisors currently working at P/E Capital Investments, 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.