A complete list of active advisors currently associated with Performance Investment Group

Warmer can help you find a great advisor at Performance Investment Group or one who fits your needs even better.

Performance Investment Group provides discretionary portfolio management and, upon request, financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporate entities. The firm generally serves investors with multi‑year horizons and does not typically work with non‑high‑net‑worth individual clients, with a stated practice of onboarding accounts at or above $1,000,000 in most cases. The firm follows an academically grounded, passive and structured investment approach that emphasizes broad diversification, systematic factor exposure (market, size and valuation for equities; maturity and credit for fixed income), and long‑term asset allocation implemented primarily through institutional mutual funds from Dimensional Fund Advisors. Portfolios are usually managed on a discretionary basis, reviewed at least quarterly for rebalancing, and can be customized to reflect clients’ tax, estate and other constraints. Compared with many peers, PIG operates with a small client base (26 clients and approximately $54.9 million in assets under management) and a long‑standing operational relationship with DFA to implement its factor‑based models. The firm’s principal holds a CFP certification, has served as an approved advisor to professional athletes through the NFL Players Association and has developed athlete‑focused financial materials and a savings plan for NFL players, and is also a licensed insurance agent who assists clients with insurance only at their request.

To learn more about the advisors currently working at Performance Investment Group, 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.