Performance. Access. Expertise.

Most traditional firms like Edward Jones, Fidelity, LPL, and Morgan Stanley are built around sales and scalability, not account performance. Their advisors often rely on over-diversified, “set-it-and-forget-it” portfolios designed to minimize client attrition, not maximize returns. This approach disconnects clients from their actual investment outcomes and hides performance behind complexity and obfuscation.

At Pantile Investments, we take the opposite approach: combining institutional-grade asset management techniques with transparent, tech-forward service that keeps clients informed, engaged, and positioned for long-term success. Our focus areas are simple and clear: "performance, access, and expertise."

Market-neutral strategies aim to generate stable returns regardless of whether markets go up or down, which are ideal for investors looking to reduce volatility and protect wealth over time. We specialize in market netural portoflios. Click here to learn more about our investing approach.

Any seasoned asset manager will tell you that tax efficiency and optimization is a core factor when measuring general investment performance. During our Discovery and Initiation Calls, we'll discuss how we can use the IRS's tax laws and regulations to ensure that your portfolios, their returns, and your disbursements are as tax-efficient as possible to enhance your overall investment results.

Yes. As a registered investment advisor (RIA), we are legally, ethically, and philisophically bound to act in your best interest, always. You can find our SEC filings here.

We work best with individuals and families who seek performance-focused, long-term investment growth without taking unnecessary market risks, powered by an experienced and client-focused team, all through a modern, digital-first, simple-to-use web platform. Our typical clients are professionals, retirees, and business owners with IRAs or other taxable, tax-free, or tax-deferred investment accounts.

We use custom-built, quantitative, evidence-based models that analyze vast amounts of market data to help us create portfolios that prioritize risk management, tax efficiency, and return consistency. More details on our approach can be found here. Since our expertise is in active asset management, every portfolio strategy is custom-built by us - we don't use model, cookie-cutter portoflios.

We charge a simple, transparent management fee based on your assets under management (AUM). No commissions, no hidden charges, no sales talk, ever.

Every client has access to a simple, modern, real-time dashboard showing portfolio performance, balances, risk exposure, allocations, and important documents, so you're always up speed and connected to your accounts.

Simple and stress-free. We detail the process here. We begin with a discovery conversation to ensure we're a good fit for you, followed by a detailed portfolio review and implementation plan. Everything is digital and transparent.

We’re as hands-on or hands-off as you prefer. We meet some clients monthly, some quarterly, others annually - there's no real "one-size fits all" framework we follow. You’ll always have access to our team via the chat feature in our investment platform, or you can use Thomas - our intelligent AI assistant that's trained on all-things Pantile - for 24/7 help.

Loyalty is important, but so is knowing you’re getting modern, cost-effective, deeply-experienced, risk-aware advice that evolves with your needs and the markets. We’re happy to help you compare, no strings attached.