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 provides discretionary investment advisory services to individual and high-net-worth clients, developing written investment plans and implementing portfolios across equities, fixed income, mutual funds and exchange-traded funds. The firm manages client accounts on a discretionary basis and charges asset-based advisory fees. The advisory process is client-specific, beginning with detailed discussions of objectives and risk tolerances and employing a mix of fundamental, technical and cyclical analysis alongside buy-and-hold and asset-allocation strategies. Implementation and oversight are handled by the firm (with daily account supervision) and clients receive quarterly written investment summaries and reviews; the firm recently added an account manager position to perform account appraisals. Distinctive aspects include the firm’s long-standing organization with SEC registration obtained in 2025 and its policy not to accept proxy-voting authority, leaving voting decisions to clients while offering advice on corporate actions if requested. The firm maintains non‑exclusive custodial and prime-broker relationships (it typically recommends Fidelity and uses a clearing arrangement) and receives certain soft-dollar support for research and technology.
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.
Name |
Location |
Years of experience |
|---|---|---|
New Milford, CT
| 0
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