Pilot Investment Services, LLC

Overview

Pilot Investment Services, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and structures client portfolios primarily around liquid, exchange-traded securities. Its allocation approach favors equities and exchange-traded vehicles for core exposures, supplemented selectively by private placements when clients seek alternative, illiquid opportunities. Pilot Investment Services does not position itself as a multi-state adviser or an ESG specialist, and it does not act as a capital allocator to external managers in the general sense. Given its client base and scale, the firm appears to run separately managed account-style portfolios with an emphasis on straightforward equity exposure and tactical use of private placement opportunities when appropriate for accredited clients or those with matching risk tolerance. Advisory activity is directed at individuals and families rather than institutions or pension plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices