A complete list of active advisors currently associated with PSI Capital Management

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

PSI Capital Management provides financial planning, investment management, pension consulting, and related consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages assets on both discretionary and non-discretionary bases and oversees approximately $384.8 million in client assets. The firm’s investment process is grounded in Modern Portfolio Theory and generally builds diversified portfolios primarily using mutual funds and ETFs, with portfolios tailored to clients’ goals, time horizons, and risk tolerances. PSICM also advises on variable annuities and notes it may use other securities and derivative instruments as part of its managed accounts, while describing the specific risks those instruments entail. PSICM is the sponsor and portfolio manager of a wrap fee program that remains open only to legacy clients, a feature that is uncommon among peers. The firm also discloses payment arrangements with solicitors and provides solicitor disclosure statements (reflecting the use of endorsements/referral arrangements), and it documents custody practices such as standing letters of authorization for client-directed third-party disbursements.

To learn more about the advisors currently working at PSI Capital 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.