A complete list of active advisors currently associated with Pecusavvy Financial, LLC
Warmer can help you find a great advisor at Pecusavvy Financial, LLC or one who fits your needs even better.
Pecusavvy Financial, LLC provides wealth management, discretionary investment management, and financial planning to individuals—with an emphasis on high-net-worth clients—and to retirement plans. The firm explicitly offers pension consulting and retirement-plan advisory services designed to assist plan sponsors with ERISA-related obligations. The adviser’s investment approach emphasizes fundamental analysis and long-term portfolio construction using low-cost mutual funds and ETFs, while retaining the ability to use individual securities or shorter-term reallocations when warranted. It may implement client strategies via unaffiliated independent managers and a model marketplace, conducts ongoing oversight, and acts as an ERISA fiduciary when advising retirement accounts. Noteworthy for an independent firm of its size, Pecusavvy documents a formal focus on pension consulting (3(21) plan support, IPS design, benchmarking and ERISA assistance) and holds professional designations relevant to retirement and private-wealth work. The firm also supplements investment advice with access to an insurance consulting platform and an institutional relationship with its custodian/platform provider, and operates with a small, concentrated client roster and modest assets under management.
To learn more about the advisors currently working at Pecusavvy Financial, LLC, 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 |
|---|---|---|
El Paso, TX
| 10
|
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