Pantile Investments
Client portal

Wealth managed with clarity and precision.

Dedicated advisors and powerful technology that empower your financial future.

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We care for every aspect of your wealth.

Investment management

We build a portfolio around your goals and your comfort with risk, then look after it as your life and the markets change.

Tax preparation and planning

We think through the taxes with you before you make a move, and a CPA we work with prepares and files your return.

Cash flow and borrowing

We help you see what’s coming in, what’s going out, and what you can comfortably take on, from a mortgage to a line of credit.

Estate planning

We help you think through who and what you want to protect, and an attorney we work with drafts your wills and trusts.

Employer stock

We walk through your company stock and options with you: when to hold, when to sell, and what each choice could mean for your taxes.

Private investments

We help you weigh venture, private equity, and real estate deals against the rest of your plan, including the risks and how long your money may be tied up.

All of it in one place, for your family and your advisor.

Everything you own in one number, how it is doing, and what needs you next.
Every account at every institution, and what you owe, refreshed every day. Including the old 401(k).
What came in, what went out, and where it went, with a note from Theo each morning.
The plan your advisor builds with you, section by section, always the current version.
Trusts, returns, and agreements in one place your advisor sees too.
Your advisor, one message away, from your phone or the web.

The product screens shown on this page are illustrative mockups. They are not screenshots of a real account, and the balances, holdings, returns, projections, tax figures, and household data in them are hypothetical examples created to demonstrate platform features. Nothing here represents actual client accounts, actual investment performance, or a projection of results any client should expect. Past performance does not guarantee future results, and all investing involves risk, including the possible loss of principal.

We learned how by working for family offices.

Pantile began in 2021 as a quantitative hedge fund, and its clients were family offices. They had one team looking after everything they owned, and we built Pantile so your family can have the same.

Meet the team
A registered investment adviser
Registered with the states of Colorado and Illinois.
A fiduciary
Required by law to act in your best interest.
Run by a portfolio manager
Our founder has spent more than ten years in quantitative portfolio management.

It starts with a conversation.

  1. Tell us where things stand

    What you have, where it’s held, and what’s been on your mind.

  2. See what we’d take on

    We show you what we would look after for your family and what it would cost.

  3. Decide in your own time

    If it’s a fit, we bring your accounts and documents over and get to work.

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