A complete list of active advisors currently associated with PASNAU Investment Management, Inc.

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

Pasnau Investment Management, Inc. provides discretionary portfolio management and individualized investment advice to both individual and high‑net‑worth clients, managing roughly $129 million in discretionary assets. The firm prepares written investment plans and implements recommendations across a range of securities including domestic and foreign equities, fixed income, mutual funds and exchange‑traded funds. Investment strategies are developed through client‑specific consultations that consider risk tolerance, time horizon and overall objectives, and rely on fundamental, technical and cyclical analysis combined with buy‑and‑hold and asset‑allocation approaches. The firm typically exercises discretionary trading authority, monitors accounts daily, and delivers quarterly written investment summaries and reviews supported by periodic account appraisals. Distinctive features for this firm include its SEC registration in 2025 and the recent disclosure that some clients are charged flat fees rather than exclusively percentage‑of‑assets billing, which is less common among similarly supported firms. The adviser generally recommends Fidelity as custodian and may receive certain custodian support services (soft‑dollar benefits) and maintains a prime brokerage clearing arrangement; it also does not vote client proxies, leaving voting responsibility to clients.

To learn more about the advisors currently working at PASNAU Investment 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.