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 — as well as pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm delivers managed strategies through qualified custodians (Charles Schwab and Altruist) and establishes an Investment Policy Statement to guide each client relationship. The firm employs systematic, value‑oriented investment processes that draw on both fundamental and technical analysis and combine long‑term holdings with shorter‑term special situations. Pantile states it uses both long‑only and long‑short approaches, including short sales (and the potential use of margin) for hedging and speculative purposes, and routinely rebalances accounts in line with client IPS parameters. Pantile is a small, founder‑owned advisory (the founder is the 100% owner and the brochure reports a single advisor with approximately $1.9 million in discretionary assets across 14 clients), reflecting a solo‑practitioner model rather than a larger team. The firm also discloses it may charge performance‑based fees and that client accounts are traded pari passu, practices that are less common among peers and can influence fee arrangements and allocation of opportunities.

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.