PARTNERS INVESTMENT SERVICES, INC

Overview

Partners Investment Services, Inc. operates as a corporate advisory practice owned by an individual. The firm provides fee-based financial planning and portfolio management focused on individuals and small businesses. Its fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. Regulatory details are limited; the firm’s SEC registration year is not listed. Partners Investment Services does not identify as an active ESG investor, does not serve as a multi-state adviser, and is not set up as a capital allocator. The firm has an affiliation with an insurance company, which aligns with its use of insurance-linked investment products.

Assets & Accounts

Investments & Alternatives