A complete list of active advisors currently associated with PCK Investments

Warmer can help you find a great advisor at PCK Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at PCK Investments, 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.