HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.

Overview

Haldorson & Pincombe Investment Advisors Inc. is a small, fee-based advisory firm focused on portfolio management for individuals, families and small businesses. The firm has a clear tilt toward equities, using exchange-traded instruments as the primary vehicle for clients’ market exposure. Investment activity centers on discretionary management with a percentage-of-AUM fee model, and the business ties into an insurance-company affiliation that informs some product choices. The adviser’s operating style appears pragmatic: core equity exposure is delivered through liquid, exchange-traded vehicles, while fixed-income and insurance solutions are used to meet income, liability and risk-management needs. The client mix spans individual and family accounts as well as some institutional relationships; the firm is not positioned as an ESG or pension consultant and does not advertise broad multi-state advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices