A complete list of active advisors currently associated with Partners Capital Management, Inc.

Warmer can help you find a great advisor at Partners Capital Management, Inc. or one who fits your needs even better.

Partners Capital Management, Inc. is a fee‑only registered investment adviser founded in 1990 that provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The two‑principal firm reports managing about $33.16 million in client assets for roughly 40 clients. The firm implements a core‑and‑satellite investment approach, primarily using no‑load or low‑load mutual funds and exchange‑traded funds and offering access to the AssetMark platform and select third‑party managers. Investment decisions are handled on a predominantly non‑discretionary basis: clients approve trades and PCM executes them under a limited power of attorney, while certain AssetMark solutions may involve third‑party discretionary managers. Compared with many peers, PCM’s practice of maintaining its advisory assets as non‑discretionary is a distinctive operational feature that leaves final decision authority with clients. The firm also does not typically vote proxies for client securities and organizes client work through a mix of one‑time financial plans, retainer services, and ongoing advisory agreements.

To learn more about the advisors currently working at Partners Capital Management, Inc., 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.