PCK Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PCK Investments advises individual participants in 403(b) tax‑deferred annuity plans at colleges, universities and public schools, and a smaller number of IRA/Roth IRA clients. The firm’s services concentrate on portfolio construction, fund selection, periodic review and adjustments rather than comprehensive financial planning.
The firm establishes an asset allocation based on a written client profile and interview, then offers multiple fund options in each asset class and uses Morningstar research and an open‑architecture platform through its plan provider to select funds. Client accounts are reviewed at least annually (preferably every six months), clients receive quarterly statements from the plan provider, and any portfolio changes are implemented only with client consent.
A distinctive feature is that the firm manages assets strictly on a non‑discretionary basis — as of September 30, 2022 it reported roughly $32.2 million under management with all changes subject to client approval, an arrangement that is uncommon among independent advisers. The firm also does not hold custody of client assets, has no product‑sales or referral arrangements, and limits its affiliations to the plan provider, which narrows its role to advice and fund selection.
Client services
Occupation focus
Fee options
$0 - $100,000: 0.50% $100,001 - $250,000: 0.40% $250,001 - $500,000: 0.30% $500,001+: 0.20%
Main office
Martindale TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Pck Investments · Terry Lynn Roberts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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