A complete list of active advisors currently associated with Pierre & Company LLC

Warmer can help you find a great advisor at Pierre & Company LLC or one who fits your needs even better.

Pierre & Company (Massachusetts) LLC provides investment portfolio management primarily to individual clients and, unusually for a solo independent adviser, also manages separately managed accounts for institutional clients. Services include long‑only equity management using index funds and individual securities, and since 2023 the firm has offered treasury management advisory for short‑term fixed‑income allocations. The firm’s investment approach emphasizes low cost and a long‑term horizon, blending bottom‑up fundamental analysis with a multi‑dimensional, multi‑cap strategy that may include index funds alongside selective small‑ and micro‑cap holdings and more concentrated positions. Accounts can be tailored to client restrictions and the firm relies on a service agreement with a third‑party back‑office and compliance provider for portfolio reconciliation and administrative support. Noteworthy features for a firm of this scale include the coexistence of institutional mandates and a practice of investing members’ personal and partnership capital in early‑stage private companies (with no fees charged for those activities). The firm does not take custody of client assets, generally implements trades at the individual account level rather than routinely aggregating block trades, and does not vote client proxies unless expressly requested.

To learn more about the advisors currently working at Pierre & Company 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.