PAKHA INVESTMENT ADVISORY

Overview

Pakha Investment Advisory is an independent, individual-owned registered investment adviser that serves both individual/family and institutional clients. The firm functions as a capital allocator: it provides portfolio management, financial planning, pension consulting support, and selection of other advisers, and it also produces periodicals and runs educational seminars and workshops. Pakha operates as an insurance broker in addition to its advisory work. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not organized as a multistate or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives