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The Investment House LLC

Updated today

Client AUM

$1,455,099,000

Clients

249

Advisors

8

across 6 offices

About

The Investment House LLC provides discretionary portfolio management primarily to individual and high‑net‑worth clients, and also to institutional and pooled vehicles such as registered investment companies, pension plans, charitable organizations, and private limited partnership funds. In addition to separately managed accounts, the firm acts as investment adviser to an open‑end mutual fund, serves as sub‑adviser to an exchange‑traded fund, and manages unaffiliated private funds.

TIH develops client-specific investment policies through personal discussions and implements those policies on a discretionary basis across its stated strategies (Growth, Balanced, SRSW, and Special Situations), using a mix of fundamental analysis and top‑down sector selection. The firm’s approach can include ETFs and mutual funds, closed‑end funds, options, and the use of margin or leverage in certain accounts and private funds, and the brochure does not describe a separate financial planning service.

The firm’s brochure highlights several features that distinguish it from many peers: it manages registered investment companies and an ETF while also operating private pooled vehicles, and it receives a share of performance‑based fees paid to a private fund’s general partner—an arrangement the brochure discloses as a potential conflict of interest. TIH also manages over $2 billion in client assets with a relatively compact advisory team and discloses operational practices such as block trading/aggregation and the use of derivatives and borrowing in some separately managed accounts, which are less common among similar team firms.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing

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Fee options

Percentage

$0+: 1.0% (majority of clients), negotiable down to 0% $0+: Negotiated aggregated tiered fees for certain clients (details not specified)

Performance-based

Performance-based fees applicable only to some Private Funds, e.g., Mercury Partners, L.P., where TIH or its owners receive a portion of performance fees as disclosed.

Other

Account minimum: $1,000,000 Fee-only: Annual investment advisory fees range from 1.0% to 0%, mostly charged at 1.0%, negotiable and can be waived or reduced at firm's discretion.

Main office

See office

210 Avenue I, Ste C

Redondo Beach CA 90277

Advisors at this office

1

Most active in

Arizona · Arkansas · California · Colorado · Florida · Illinois · Louisiana · Nevada · New Hampshire · New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Timothy W

Series 63

Manhattan Beach, CA

The Investment House LLC

Timothy Wahl is a financial advisor at The Investment House LLC with 26 years of industry experience. He holds a Series 63 designation and has been with The Investment House since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm employs client-specific investment policies across multiple strategies using a combination of fundamental analysis and top-down sector selection, and manages registered investment companies, an ETF, and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Andrew W

CFP®, Series 65

Las Vegas, NV

The Investment House LLC

Andrew Woodman is a CFP® and Series 65-registered advisor with The Investment House LLC in Las Vegas, NV. He has eight years of industry experience, including five years at Personal Capital Advisors Corporation prior to joining The Investment House LLC in 2018. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm manages various strategies using fundamental analysis and top-down sector selection, and oversees registered investment companies, an ETF, and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Peter G

Series 63, Series 66

Venice, CA

The Investment House LLC

Peter Gardiner is a financial advisor with The Investment House LLC in Venice, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with The Investment House LLC since 2012. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm uses client-specific investment policies implemented across various strategies, combining fundamental analysis with top-down sector selection and managing registered investment companies, an ETF, and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

David K

Series 63, Series 65

Las Vegas, NV

The Investment House LLC

David Kahn is a financial advisor with The Investment House LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with The Investment House LLC since 2012 and has held roles at related entities, including The Investment House Funds and GKM Advisers. He also serves as Secretary and Chief Compliance Officer for The Investment House Funds. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm offers a range of strategies implemented through fundamental analysis and sector selection, managing registered investment companies, an ETF, and private funds with a team of eight advisors.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Tyler L

Series 65

Redondo Beach, CA

The Investment House LLC

Tyler Logan is a financial advisor at The Investment House LLC with four years of industry experience. He holds a Series 65 designation and has worked at The Investment House since 2020. Prior to his advisory role, he was employed at PayJunction and has experience related to UCSB and Sinjin Volleyball Camp. The Investment House LLC provides discretionary portfolio management for individual, high-net-worth, and institutional clients, managing a range of investment vehicles including mutual funds, ETFs, and private pooled funds. The firm employs a combination of fundamental analysis and sector selection to implement client-specific investment policies across various strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Wayne W

Series 63

Las Vegas, NV

The Investment House LLC

Wayne Woodman is a financial advisor with The Investment House LLC and holds a Series 63 designation. He has 23 years of industry experience, including 14 years with The Investment House LLC. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs fundamental analysis and top-down sector selection across multiple strategies, managing registered investment companies, an ETF, and private funds with over $2 billion in client assets.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Steven S

Series 63, Series 66

Pacific Grove, CA

The Investment House LLC

Steven Steinberg is a financial advisor with The Investment House LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with The Investment House LLC for 14 years. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs a range of investment strategies including Growth, Balanced, SRSW, and Special Situations, using fundamental analysis and top-down sector selection across various instruments such as ETFs, mutual funds, closed-end funds, and options.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Glenn G

Series 63, Series 65

Del Mar, CA

The Investment House LLC

Glenn Goodstein is a financial advisor with The Investment House LLC in Del Mar, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at The Investment House LLC since 2012 and has been involved with MG Capital Partners and GSG Capital Advisors for over two decades. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as to institutional and pooled investment vehicles. The firm develops client-specific investment policies and implements them across various strategies using fundamental analysis and sector selection, managing registered investment companies, an ETF, and private funds with over $2 billion in assets under advisement.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
View complete list of advisors at this firm
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