A complete list of active advisors currently associated with P38 Enterprises, Inc.

Warmer can help you find a great advisor at P38 Enterprises, Inc. or one who fits your needs even better.

P38 Enterprises provides continuous asset management and portfolio supervision for individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and small businesses. The firm also offers tax return preparation and representation before the IRS, and operates as a licensed insurance agency that may sell annuities and other insurance products. The investment process emphasizes fundamental analysis and strategic asset allocation, generally following a long‑term buy‑and‑hold approach while retaining the ability to execute shorter‑term trades, options strategies, and margin transactions when appropriate. Accounts are managed on a discretionary basis and the firm requires clients to establish custody through a specific institutional brokerage platform that supplies operational and platform services to the adviser. P38 is atypical among peers in that it includes charitable organizations in its client base and does not use a traditional percentage‑of‑assets fee model. The firm discloses potential conflicts of interest arising from its tax‑preparation services and insurance commissions, and provides portfolio “snapshot” reporting rather than ongoing consolidated performance reports, which may be relevant to prospective clients.

To learn more about the advisors currently working at P38 Enterprises, Inc., 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.