Pih Investments, LLC

Pih Investments, LLC provides investment management and financial planning to individuals and to pension and profit‑sharing plans, including ERISA plan advisory services. The firm operates as a small independent advisory with one adviser and reports managing about $87.5 million in discretionary assets while delivering portfolio management and planning services.

The firm typically charges percentage‑of‑AUM fees and documents client objectives through investment policy statements and risk‑tolerance forms; its investment process uses fundamental analysis and regular account reviews, and most client relationships are managed on a discretionary basis. Financial planning is offered on an hourly or fixed‑fee basis and the firm communicates periodic reviews and tailored recommendations as part of its ongoing service model.

A number of features make this firm atypical for a solo independent adviser: it sponsors a wrap‑fee program that bundles management and transaction costs into a single fee, and the firm’s principal maintains a separate insurance practice and may offer insurance products (with commission compensation disclosed and described as less than 10% of the principal’s time). These other financial‑product activities — and the explicit conflict‑of‑interest disclosures and client options to obtain products elsewhere — are notable differences from many peers.