A complete list of active advisors currently associated with PJS Investment Management

Warmer can help you find a great advisor at PJS Investment Management or one who fits your needs even better.

PJS Investment Management is an SEC-registered, employee‑owned advisory firm managing approximately $852 million for a mix of individual clients (including high‑net‑worth households), pension and 401(k) plans, charitable organizations, and businesses. The firm offers discretionary portfolio management as its core service, and provides financial planning only to clients who engage its investment management services, as well as retirement plan services that can include ERISA 3(38) discretionary authority for plan investment selection. The firm’s investment process combines fundamental, technical, cyclical and qualitative analysis with asset‑allocation models overseen by a Chief Investment Officer and supported by an Investment Committee. PJS implements portfolios using a mix of individual securities and model portfolios — including licensed models from Fidelity Institutional Wealth Adviser LLC — and conducts periodic reviews and rebalancing tied to client objectives and risk tolerances. Several operational features distinguish PJS from many peers: it discloses active use of artificial intelligence tools under a formal AI policy that requires review, human oversight, and controls for confidentiality and training; it has a licensing arrangement with FIWA for model portfolios that includes a commitment to maintain minimum assets in those models; and it maintains a proprietary ETF account that is traded after client trades. The firm also discloses that it does not vote client proxies, leaving proxy voting responsibility with clients.

To learn more about the advisors currently working at PJS Investment Management, 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.