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Resources in This Category

• Pacific Income Advisers

  http://www.pacificincome.com/
  Investment management boutique in Santa Monica, California.

• Pacific Portfolio Consulting, L.P.

  http://www.pacific-portfolio.com/
  Fee-only investment advisory services for individuals and institutions.

• Pantheon Investments, LLC

  http://www.paninv.com/
  Providing investment advisory services to high-net worth accounts.

• Paradigm Financial Advisors, LLC

  http://www.pfaclient.com/
  Fee-only investment advice, wealth management and estate planning.

• Parish and Company

  http://www.billparish.com/
  Investment research and management services.

• Parsons Capital Management

  http://www.parsonscapital.com/
  Provides investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.

• Pearson Capital, Inc.

  http://www.pearsoncapitalinc.com/
  Helps individuals select the best investment vehicles for their particular needs.

• Peregrine Capital Management, Inc.

  http://www.peregrinecapital.com/
  Portfolio management with over $10 billion in assets.

• Perry L. Smith Consulting

  http://www.perrylsmith.com/
  Assists high-net-worth individuals, professionals and business owners.

• Peters MacGregor Funds Management

  http://www.petersmacgregor.com/
  Managed share portfolios for private investors.

• Philadelphia Trust Company

  http://www.philadelphiatrust.com
  Money manager for individual and institutional investors.

• Philippa Huckle Group

  http://www.philippahuckle.com/
  Providing focused wealth management strategies.

• Pinnacle Investment Management, Inc.

  http://www.pinnacle-investment.com/
  Fee-only investment advisory firm that provides wealth management, retirement and financial planning.

• Pitcairn Trust Company

  http://www.pitcairn.com/
  Serves as a financial adviser and management firm and provides a wide range of financial services.

• Placemark Investments

  http://www.placemark.com/
  Tax-efficient investment management solutions.

• Polaris Capital Management, Inc.

  http://www.polariscapital.com/
  Provides equity management services. The firm manages the Polaris Global Value Fund and the Quant Foreign Value Fund.

• Portfolio Capital Management

  http://www.portfoliocapital.com/
  Registered investment advisors and portfolio managers. Describes investment services plus investment performance, staff and contact information.

• Potomac Fund Management

  http://www.potomacfund.com/
  Risk managed mutual fund investment services since 1987.

• Premier Financial Advisors, Inc.

  http://www.premieradvisors.net/
  A full service independent financial planning and investment advisory firm. Covers products, services, philosophy, planning, and a map.

• Private Financial Services Ltd.

  http://www.pfsltd.com/
  Full range of financial services to the Middle East through its offices in Beirut. Features information on investment funds.

• Prudent Wealth Management LLC

  http://www.prudentwealth.com/
  A Registered Investment Advisor specializing in managing separate, equity based portfolios for individuals.

• Putnam Investments

  http://www.putnam.com/
  Investment management services for individuals and institutions nationwide.

• The Proper Analysis Corporation

  http://www.properanalysis.com/
  Assists in development of investment objectives, asset allocation parameters, selection of money managers and performance monitoring. Beachwood, OH, USA.

 

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