A complete list of active advisors currently associated with Pnl Investments

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

PnL Investments LLC provides discretionary investment management and financial planning and consulting services for a range of clients, including individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm charges advisory fees based on assets under management and also offers project-based financial planning engagements and an educational market newsletter. The firm describes an active, tactical approach that relies on charting, fundamental, technical and cyclical analysis and that emphasizes short‑term purchases and trading as a substantial portion of its activity. Portfolios may use hedging strategies including inverse ETFs and are constructed with a stated position‑level concentration limit (no single equity to exceed 20%) to manage concentration risk. PnL is a newly formed, state‑registered adviser led by a CFA charterholder with prior roles at large banks and asset managers, and its brochure highlights family office and private-asset-management work alongside charitable and trust relationships. That combination of short‑term, inverse‑ETF strategies and an explicit willingness to serve both private‑client and institutional/organizational relationships (charitable, and potentially corporate or municipal references) is less common among peers in this adviser category.

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