PSI CAPITAL MANAGEMENT

Overview

PSI Capital Management is an independent registered investment adviser that provides fee-based financial planning and portfolio management to individuals, families and institutions. The firm combines discretionary portfolio management with advisory work for small businesses and pension consulting services. PSI Capital favors pooled vehicles and mutual funds as its core building blocks while maintaining the flexibility to use separately managed accounts and third‑party strategies where appropriate. The firm’s fee model includes a percentage of assets under management plus options for hourly and fixed fees, allowing it to serve both ongoing wealth management clients and project-based planning engagements. PSI Capital is not positioned as a capital allocator — it sources external managers for alternatives rather than sponsoring in‑house private funds — and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices