A complete list of active advisors currently associated with P. Worldwide, LLC

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

P. Worldwide, LLC provides ongoing portfolio management and investment supervisory services to high‑net‑worth individuals and pension/profit‑sharing plans, preparing an investment policy statement for each client that addresses goals, tax considerations, and risk tolerance. The firm generally limits investments to mutual funds, equities, fixed income, ETFs, REITs and insurance products, including annuities, and evaluates portfolios against documented risk profiles. The firm’s investment process relies on fundamental analysis and employs long‑term and short‑term trading approaches, with documented asset‑allocation decisions based on Modern Portfolio Theory principles. PW does not exercise trading discretion; purchases and sales are executed only after consulting with clients and accounts are reviewed at least annually by the firm’s designated reviewer. Noteworthy distinctions relative to peers include explicit use of options strategies — including covered, uncovered (naked) options and spread positions — within managed accounts, and a business model in which all reported assets ($6.0 million as of December 2019) are managed on a non‑discretionary basis. The brochure also discloses limited custody solely for fee deduction with client authorization and that the firm will accept proxy‑voting authority when delegated by clients.

To learn more about the advisors currently working at P. Worldwide, 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.