A complete list of active advisors currently associated with Preston Investments

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

The firm provides discretionary portfolio management and investment advice primarily to individual clients, including high net worth individuals, and to pension and profit-sharing plans. Services focus on ETF and mutual fund allocations, model portfolios, and rollover recommendations as part of ongoing account monitoring and rebalancing. The firm generally requires clients to grant discretionary authority and uses firm-developed model portfolios for many accounts; assets invested in model portfolios are not eligible for client-imposed restrictions on specific holdings or security types. Investment methods disclosed include fundamental analysis, long- and short-term purchase strategies and occasional frequent trading, and the firm typically directs custody and trade execution to a small set of custodians and broker-dealers such as Schwab and Interactive Brokers. Distinctive features include a three-advisor platform managing roughly $198 million for about 2,500 clients, yielding a client-to-advisor ratio that is substantially higher than most peers and indicating a more standardized, model-driven service delivery. The advisory team also includes persons licensed to sell insurance who may receive commissions for insurance sales and draws on varied professional backgrounds, both of which are noted in the brochure as potential sources of conflicts of interest that clients should consider.

To learn more about the advisors currently working at Preston 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.