A complete list of active advisors currently associated with Pactolus

Warmer can help you find a great advisor at Pactolus or one who fits your needs even better.

Pactolus provides family‑office and wealth management services to a select group of high‑net‑worth individuals, families, related trusts, foundations, investment companies, and other private entities. Its services include discretionary and non‑discretionary portfolio management, financial planning and tax‑coordination, concierge and family‑office administration, real‑estate advisory, and the structuring and management of private pooled investment vehicles. The firm typically manages accounts on a discretionary basis and uses quantitative optimization, third‑party platforms (including Envestnet and Addepar), and outside specialists to build and monitor portfolios; it conducts manager due diligence and coordinates with clients’ tax and fiduciary advisors. Pactolus also sponsors a wrap fee program, may appoint independent sub‑advisors, and offers private fund advisory and performance‑based fee arrangements for eligible investors, with attendant side‑by‑side management considerations. Pactolus’s brochure discloses several features that are uncommon among similar team firms: an affiliation with a FINRA‑registered broker‑dealer that may solicit client private investments and receive commissions and monitoring or due‑diligence fees, its role as sponsor/manager and general partner to proprietary pooled funds, and active involvement in structured loan and real‑estate lending opportunities. The firm primarily serves high‑net‑worth clients and highlights other atypical operational arrangements (self‑directed IRA facilitation and a client‑provided credit facility) that the firm identifies as potential sources of conflicts of interest.

To learn more about the advisors currently working at Pactolus, 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.