Pilot Investment Services, LLC

Overview

Pilot Investment Services, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-assets fee. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not act as a pension consultant or capital allocator. Service delivery appears oriented to a small private-client roster rather than institutional or large-scale wholesale distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives