PIH INVESTMENTS, LLC

Overview

PIH Investments, LLC is an independent registered investment adviser serving individuals and families with a fee-based financial planning and portfolio management model. The firm runs a discretionary investment program for its clients and shows a clear preference for publicly traded equities as the core of its portfolios. PIH combines traditional long-only equity exposure with mutual funds and an allocation to alternative strategies — including real estate, managed futures, commodities and oil & gas — to provide diversification, yield and inflation-sensitive exposure. The firm also conducts insurance and other financial-product sales as a complementary business activity and charges clients via AUM-based fees plus the option for hourly or fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices