PROFESSIONAL ANALYSTS, LLC

Overview

Professional Analysts, LLC operates as a small, client-focused RIA that centers its portfolio work on equity exposure. The firm’s filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios, and its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible—percentage of assets under management plus options for hourly or fixed-fee work—which suits both ongoing discretionary management and project-based financial planning. The firm manages client assets on a discretionary basis and appears to act as a capital allocator when it uses third-party managers selected on clients’ behalf. It is not an active ESG investor, and its industry ties include affiliations with broker-dealers and insurance companies, which can shape the product set it offers (for example, annuities and insurance-linked solutions).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices