This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer
- Established Date
- 09-14-2007
- Office Locations
- 1
Office Locations
About Decision Investments, Inc.
Decision Investments, Inc. is a fee-only fiduciary RIA offering holistic financial planning and actively managed portfolios using fundamental and technical analysis. Its enhanced dividend strategy targets 6%+ yield with an emphasis on principal protection and tax-aware risk management, alongside 401(k) guidance and rollover support. Offers impact investing and donates 10% of fees to a client-selected cause. Custodies with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ADAM MALVIN
Chief Executive Officer, President
- CRD
- #2919585
- Ownership
- 75% or more
DAVID JAMES REICHERT
Chief Compliance Officer
- CRD
- #5967692
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JOHN PETER WEINSTEIN
Partner
- CRD
- #3082574
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,906,138 | $478,105 |
| Non-Discretionary | $0 | -- |
| Total | $154,906,138 | $478,105 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $154,906,138
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $560,608,431 | 11.1% |
| Public Funds | $1,237,378,968 | 24.5% |
| Cash | $1,025,256,860 | 20.3% |
| U.S. Government/Agency | $1,297,985,285 | 25.7% |
| Municipal Bonds | $565,658,957 | 11.2% |
| Corporate - Investment Grade | $363,637,901 | 7.2% |
| Total | $5,050,526,402 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE CREST | VALUE TIMBER | Z3G2QTPJ1 | HHYNQ | 6.25% | $34,694,547 |
| DELTA GLACIER FOUNDATION | EAGLE RIDGE | L18N6UMSW | VQI | 12.38% | $49,883,696 |
| FUSION QUANTUM | OAK RADIAL | JMXG139OJ | OOOSF | 6.33% | $26,900,159 |
| FOCUS EAGLE | LEGACY ELEMENT | A8M4OCPDB | AIMF | 9.16% | $108,423,111 |
| ZENITH ZENITH | PATHWAY INSIGHT | 9ZYPTSI1O | AVK | 5.35% | $35,030,895 |
| VECTOR TIMBER | FUSION QUANTUM | O4PACH2QS | HWKKF | 2.18% | $22,803,930 |
| VITAL PATHWAY FOCUS | PRIME ELEMENT | BB2KHTLZE | XXR | 10.73% | $53,866,446 |
| QUANTUM PATHWAY OAK | FRONTIER MOMENTUM | B915KS3Y9 | BAA | 10.01% | $43,949,057 |