PHYSICIANS FINANCIAL SERVICES, INC.

Overview

Physicians Financial Services, Inc. is a corporation focused on advising individual and family clients, registered with the SEC since 2006. The firm acts as a capital allocator and combines fee models that include percentage of AUM, hourly charges and fixed fees. Its advisory scope emphasizes financial planning, discretionary portfolio management for individuals and small businesses, and selection of sub‑advisers. The firm lists industry affiliations that include broker‑dealer activity, an additional investment adviser role, and accounting services. It does not describe itself as an active ESG investor. Investment preference tilts heavily toward publicly traded equities, with a clear emphasis on exchange‑traded holdings as the primary vehicle for client exposure. The firm’s reported approach mixes direct equity selection with the use of pooled vehicles (mutual funds and limited ETF exposure) and complements that public market exposure with allocations to third‑party real estate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices