A complete list of active advisors currently associated with Partners Investment Services, Inc
Warmer can help you find a great advisor at Partners Investment Services, Inc or one who fits your needs even better.
The firm serves older adults and families of seniors, concentrating on estate protection and long‑term care planning, including Medicaid planning. It provides advisory consultations, customized estate and Medicaid planning engagements, and non‑discretionary recommendations for client accounts. The firm’s investment approach is preservation‑oriented and relies almost exclusively on fixed and fixed‑indexed annuities and money‑market vehicles to limit market downside and address liquidity and income needs. Recommendations are made on a non‑discretionary basis, with periodic reviews tied to clients’ circumstances and annuity crediting cycles rather than continuous AUM management. What is distinctive is the firm’s affiliation with an insurance agency and the principal’s active insurance license and business activities, which support the heavy use of annuity products—an arrangement that is uncommon among independent advisers. The firm also operates with a small client base and reported no assets under management, deriving most advisory activity from fixed‑fee consultations and highly tailored Medicaid/crisis planning rather than traditional AUM‑based portfolio management.
To learn more about the advisors currently working at Partners Investment Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Hudson, OH
| 20
|
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