A complete list of active advisors currently associated with PLC Investment Solutions, LLC
Warmer can help you find a great advisor at PLC Investment Solutions, LLC or one who fits your needs even better.
PLC Investment Solutions, LLC provides advisory services to individual and high-net-worth clients and assists with account onboarding, ongoing monitoring, and financial planning support. The firm frequently directs clients to third-party professional money managers for discretionary portfolio management and also offers free Social Security educational webinars to clients. The firm relies primarily on quantitative and statistical analysis, third‑party portfolio modeling, and Monte Carlo simulations rather than traditional fundamental or technical analysis when evaluating managers and portfolio models. PLC discloses that many recommended models incorporate options-based, buffered/defined‑outcome, income‑oriented, and leveraged/inverse ETF strategies, and that it does not directly manage or trade individual options positions. Distinctive features noted in the brochure include personnel who are licensed insurance agents and the firm’s sale of insurance products, a relationship the firm discloses and addresses as a potential conflict of interest. PLC also highlights a transition to webinar-based educational offerings and manages a relatively small client base and asset pool, which it uses to tailor recommendations and oversight of recommended third‑party managers.
To learn more about the advisors currently working at PLC Investment Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Philadelphia, PA
| 8
|
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