A complete list of active advisors currently associated with Pantile Investments

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

Pantile Investments provides discretionary asset management and standalone financial planning and consulting to individuals, including high-net-worth clients, and to institutional-type accounts such as pension and profit-sharing plans, trusts, and estates. Advisory relationships are governed by a written Investment Policy Statement and client assets are held with qualified custodians (Charles Schwab or Altruist). The firm uses a blend of fundamental and technical analysis within systematic, IPS‑driven strategies, employing both long‑only and long‑short approaches and occasionally using short sales and margin to implement hedges or tactical positions. Fees are billed as a percentage of assets on a monthly basis and, as disclosed in the brochure, Pantile may also enter into performance‑based fee arrangements while trading client accounts pari passu. Distinctive for a single‑advisor practice managing roughly $1.9 million across 14 clients, Pantile’s disclosed use of performance‑based compensation and active long‑short/short‑sale strategies is atypical among similarly supported firms. The brochure also documents formal policies on conflicts, personal trading, block allocations, and annual IPS reviews, reflecting operational procedures that may be more detailed than those of many peers its size.

To learn more about the advisors currently working at Pantile Investments, 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.