A complete list of active advisors currently associated with Pilot Asset Management LLC

Warmer can help you find a great advisor at Pilot Asset Management LLC or one who fits your needs even better.

Pilot Asset Management is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, trusts and corporations. The firm manages diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds and options and generally charges fees calculated as a percentage of assets under management; it also offers a mutual-fund selection option for 401(k) participants. The firm relies on a mix of fundamental and technical analysis and follows a long-term, Prudent Man Rule orientation that emphasizes asset allocation and diversification to address systematic and nonsystematic risks. In addition to buy-and-hold strategies, the adviser uses short-term option techniques—primarily covered calls and cash-secured puts, typically with expirations of about two months or less—to generate income or acquire positions, and provides a 401(k) pathway where clients can either self-manage from a curated fund list or grant discretionary authority. Compared with peers, Pilot’s explicit use of option overlays together with a formal 401(k) mutual-fund self-directed option is atypical for a small, state-registered adviser. The brochure also notes operational features such as a custodial relationship with Charles Schwab that provides access to no-transaction-fee funds, block trading and portfolio monitoring tools, and discloses no disciplinary history, no other industry affiliations, and no performance-based fees.

To learn more about the advisors currently working at Pilot Asset Management 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.