A complete list of active advisors currently associated with Pakha Investment Advisory

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

The firm is a small independent registered investment adviser that serves individual investors and pension and profit-sharing plans, offering financial planning and discretionary portfolio management. It also provides pension consulting and plan-formation assistance, publishes a client newsletter, and conducts educational seminars and workshops, including retirement education presentations for 401(k) providers. Portfolios are managed on a custom, discretionary basis using a tactical asset-allocation approach and a combination of fundamental, technical, and cyclical analysis. The adviser may use exchange-listed securities and interests in partnerships that invest in real estate, employ cash positions as hedges, and adjust sector weightings or dividend-focused selections to align with client objectives. Notable distinctions include a formal pension consulting program — assisting plan sponsors with investment policy statements and providing quarterly written plan reports — and the ability to advise both plan sponsors and plan participants when requested. The firm also distributes a client newsletter, conducts retirement education seminars for plan participants, and its senior adviser is a licensed insurance agent who may offer insurance products and, separately, provides art-related advice; these service combinations are less common among peers and are offered alongside management of roughly $12.5 million in discretionary assets across about 21 client relationships.

To learn more about the advisors currently working at Pakha Investment Advisory, 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.

Name	Location	Years of experience
Page Khalajestani	Redlands, CA	15

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