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 is a single‑advisor registered investment adviser that primarily serves individual clients through a firm‑sponsored wrap fee asset‑management program. The firm offers discretionary and non‑discretionary portfolio management across mutual funds, ETFs, equities, fixed income and options, and requires a written agreement and custodian account for program participation. The firm develops personalized investment plans using client‑provided financial data and documented investment policy statements, relying on fundamental analysis and strategies that range from long‑term holdings to short‑term trading and option writing. Account reviews are conducted weekly or monthly as appropriate, and the adviser will execute trades under discretionary authority or, if non‑discretionary, obtain client approval for each transaction. Noteworthy features compared with peers include acting as the wrap fee program sponsor — an uncommon role for small independents — and the firm’s principal also operating as an independent insurance agent who may offer insurance products and receive customary commissions, a disclosed potential conflict of interest. The brochure also notes a relatively concentrated client base (roughly 35 clients with about $87.5 million in assets) and exclusive use of a single broker‑dealer custodian for execution and custody, arrangements the firm describes and manages in its disclosures.

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.