A complete list of active advisors currently associated with The Private Investment Group, Inc.

Warmer can help you find a great advisor at The Private Investment Group, Inc. or one who fits your needs even better.

The Private Investment Group, Inc. provides portfolio management and consulting services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations. Services include ongoing discretionary and non‑discretionary portfolio supervision, goal‑based planning, and targeted consulting engagements. The firm combines a top‑down macro and sector allocation framework with bottom‑up fundamental analysis and technical indicators, and it uses mutual funds and ETFs to achieve diversification and specific sector exposures. Accounts are reviewed at least annually, are typically managed on a discretionary basis, and advisory fees are generally charged as a percentage of assets under management. Noteworthy aspects include a relatively small advisory team managing roughly $180 million for about 184 clients and an explicit statement that there are no minimum account sizes. The brochure also discloses operational features that may differ from peers — use of standing letters of authorization for certain client transfers (treated as custody), a detailed block‑trading policy, an absence of other financial industry affiliations, and a policy of not voting client proxies.

To learn more about the advisors currently working at The Private Investment Group, Inc., 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.