A complete list of active advisors currently associated with Panteles Advisors

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

Panteles Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), families, trusts, estates, businesses, and charitable organizations. The firm is staffed by four advisory professionals and manages roughly $108 million in assets for a relatively small client base (around 39 relationships). Investment portfolios are customized using a strategic asset‑allocation framework and a mix of analytical approaches (macroeconomic, fundamental, quantitative, qualitative and technical), with access to equities, fixed income, ETFs, alternatives, private placements, and limited use of options and margin when appropriate. Accounts are monitored and rebalanced on an ongoing basis under discretionary authority, and client‑specific constraints and risk profiles are incorporated into portfolio construction. Noteworthy distinctions include the firm’s willingness to negotiate performance‑based fee arrangements for eligible Qualified Purchasers — a feature that is uncommon among peers and that the firm discloses and manages as a potential conflict via side‑by‑side management procedures. The firm also discloses extensive indirect affiliations with numerous private real estate and alternative investment entities and notes that advisors maintain outside roles (including analyst, CPA and CFP responsibilities); these relationships are documented and addressed through formal conflict‑of‑interest disclosures.

To learn more about the advisors currently working at Panteles Advisors, 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.