PHILLIPS AND COMPANY ADVISORS LLC

Overview

Phillips And Company Advisors LLC is an independent registered investment adviser that functions as a capital allocator for high‑net‑worth individuals, families and select institutional clients. The firm provides financial planning and portfolio management services for both individuals/small businesses and larger institutional clients, and it also performs selection-of-other-advisers work. Its advisory mandate includes discretionary and non‑discretionary management, with a fee schedule that can include percentage‑of‑AUM fees, fixed fees and performance‑based arrangements. The firm reports a clear preference for equity exposure as its primary portfolio driver and does not position itself as an active ESG investor. As a capital allocator the firm sources third‑party managers across liquid and illiquid strategies, integrating outside hedge funds and real asset managers into client portfolios where appropriate. Its advisory scope also covers pension consulting services and the selection of sub‑advisers, which suggests the capability to construct multi‑sleeve portfolios combining in‑house management with specialist external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices