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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2002
- Office Locations
- 3
Office Locations
About PSI Capital Management
PSI Capital Management is a Pennsylvania-based, fee-only fiduciary firm that integrates financial planning and investment management through its Paradigm Shift Investing approach. It advises individuals and families (including special-needs planning), businesses and qualified plan sponsors, and nonprofit organizations/endowments, with ongoing monitoring and plan updates. Team operates from four PA offices while serving clients nationwide and internationally.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SCOTT GLENN SMITH
Chief Compliance Officer, Managing Partner
- CRD
- #2123979
- Ownership
- 25% but less than 50%
GREGORY CYRIL STAUB
Chief Investment Officer, Managing Partner
- CRD
- #1355080
- Ownership
- 25% but less than 50%
Harbor peak
Pathway north vector
- CRD
- #55221
- Ownership
- 13.3%
Showing 2 of 4 owners & executives
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JAMES WESLEY BALTHASER
Principal
- CRD
- #4088364
Bryce Howard Brennan
--
- CRD
- #7648245
Ember beacon
Quantum oak glacier
- CRD
- #33662
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,719,829 | $272,011 |
| Non-Discretionary | $2,117,165 | $302,452 |
| Total | $384,836,994 | $272,162 |
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Separately Managed Accounts
Total SMA Asset: $384,836,994
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,039,654,453 | 50.4% |
| Equity - Exchange | $2,225,461,296 | 36.9% |
| Cash | $765,944,674 | 12.7% |
| Total | $6,031,060,423 | 100.0% |