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The are two types of advisors at PSSI: Private Client Advisors and Independent Retail Advisors.

PRIVATE CLIENT ADVISOR

A Private Client Advisor is one that works with our investment Management Team. The Private Client Advisor invests solely in our own internally developed investment products.

Private Client Advisors are portfolio managers or investment advisors who are working to become portfolio managers. 

Private Client Advisors are participants of the investment committee.

RETAIL WEALTH ADVISOR

The Retail Wealth Management division supports the Principal / Agent Model (aka the Independent Advisor).




Private Client Advisor
Retail Wealth Advisor
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