A complete list of active advisors currently associated with Pennyfarthing Investment Management, L.L.C.
Warmer can help you find a great advisor at Pennyfarthing Investment Management, L.L.C. or one who fits your needs even better.
The firm provides discretionary investment management and counseling for individuals, retirement accounts, trusts and charitable endowments, and it also offers consulting services to other financial institutions. Those consulting engagements include manager selection, portfolio monitoring, integration of ethical and investment standards, policy compliance and performance analysis. The firm’s investment process blends fundamental, behavioral and technical analysis with an emphasis on low turnover, diversification and tailoring portfolios to clients’ cash-flow needs. It applies a risk-sensitive, valuation-driven framework and is among a small number of advisers using GMO’s Nebo Wealth personalized portfolio design software to implement its outlook and rebalancing process. What is noteworthy is the firm’s active work with institutional-type clients (charitable endowments) and its willingness to provide institutional consulting in addition to individual portfolio management. The firm also routinely accommodates client-directed exclusions and proxy voting, operates on a fee-only basis with negotiated exceptions for special situations (including reduced rates for charitable accounts), and uses a third-party back-office provider for administrative processing.
To learn more about the advisors currently working at Pennyfarthing Investment Management, L.L.C., 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 |
|---|---|---|
Belchertown, MA
| 22
|
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