This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · Charles Schwab & Company · Comerica Bank · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-1992
- Office Locations
- 1
Office Locations
About Bias Investors
BIAS Investors is a Hamilton-based investment advisor serving retail and institutional clients with investment planning, portfolio construction, and ongoing asset management. The firm starts with a risk profile analysis and builds asset-allocation, risk-managed portfolios using ETFs, fixed income, and other securities. Known for multigenerational relationships (some clients 30+ years) and offers both advisor-led WealthBuilder accounts and a self-directed Freedom Trading platform ($4.95/trade).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT REESE PIRES
Chief Compliance Officer, Chief Executive Officer, Relationship Manager
- CRD
- --
- Ownership
- 75% or more
MARK JOSEPH MELVIN
Director Of Engineering
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,686,828 | $2,708,693 |
| Non-Discretionary | $105,734,181 | $724,207 |
| Total | $257,421,009 | $1,274,361 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing