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.
Pakha Investment Advisory provides fee-based investment advisory and financial planning services to individual clients and to pension and profit-sharing plans. The firm’s services include discretionary portfolio management, pension consulting and compliance support, publication of a client newsletter, and delivery of educational retirement seminars. The adviser manages portfolios on a discretionary, custom basis using a tactical allocation approach that may include exchange-listed securities and interests in partnerships that invest in real estate; it may also use cash positions and targeted stock selections to manage sector exposure and dividend potential. For plan clients the firm assists with investment policy statements, investment selection and monitoring, and provides written quarterly reporting and ongoing administration support. Compared with many solo independent advisers, Pakha’s brochure highlights several uncommon offerings: a free client newsletter, retirement education seminars aimed at 401(k) participants, and dedicated pension-plan formation and consulting services in addition to standard portfolio management. The firm is also dually licensed as an insurance agent and discloses that it may receive separate commissions for insurance sales (a disclosed conflict of interest), and the brochure notes occasional art-related advisory observations beyond typical investment services.
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 |
|---|---|---|
Redlands, CA
| 15
|
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