A complete list of active advisors currently associated with Pih Investments, LLC

Warmer can help you find a great advisor at Pih Investments, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pih Investments, 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.