Powers Investment Advisory Corporation

Overview

Powers Investment Advisory Corporation is a small, fee-based investment adviser organized as a corporation that manages portfolios for individuals, families and small businesses. The firm charges a percentage of assets under management and runs wholly discretionary mandates. Their explicit asset preference is equities, with exchange-traded equities comprising the single largest allocation line. They do not identify as an active ESG investor and appear focused on conventional portfolio management rather than institutional pension consulting or multi-state advisory expansion. Investment activity centers on liquid public-market exposures delivered through separately managed account structures and pooled vehicles such as mutual funds. The firm also uses third-party managers for alternative exposure in real estate. Custody and execution are centralized through a single custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices