St Petersburg, FL Office

PSI Advisors serves individual and high‑net‑worth clients as well as employer‑sponsored retirement plans, providing financial planning, ongoing portfolio management, and retirement plan fiduciary and consulting services. The firm also participates in multiple LPL‑sponsored advisory platforms and operates wrap fee program offerings as part of its managed account lineup.

PSI tailors services to each client using model allocations and a mix of analytical methods (charting, fundamental, quantitative and technical) and offers both discretionary and non‑discretionary management. Its platform mix includes algorithmic, advisor‑enhanced solutions and manager‑access programs, and its separately managed account strategies explicitly may employ derivatives, options, margin and borrowing where appropriate.

Compared with many peers, PSI discloses use of client testimonials and third‑party endorsements in advertising and runs educational seminars and workshops for plan sponsors and participants. The firm also serves as a wrap fee program sponsor and maintains close operational and distribution ties to a national broker‑dealer platform, a relationship that informs its program offerings and business support following a recent change in ownership and compliance leadership.