Business Details
16 Years
experience
Trusted Wealth Management Services in Miami, FL
Powell Investment Advisors is an independent SEC Registered Investment Advisor specializing in comprehensive wealth management and advisory services. We serve business owners, families, and trusts with a personalized approach to financial planning, tailoring strategies to individual risk profiles and long-term goals. Our open architecture platform ensures impartial investment recommendations, free from proprietary product obligations. We focus on capital preservation, diversified asset allocation, and minimizing market timing risks through disciplined research and client-centric strategies.With a legacy dating to 2010, our team combines deep industry expertise, including private equity, investment banking, and portfolio management, to deliver transparent, low-fee solutions. Our technology-driven reporting provides clear insights into complex portfolios, while our daily market commentary fosters client education and engagement. We prioritize long-term relationships built on integrity, personalized service, and a commitment to navigating market volatility with strategic patience.
Services
Wealth Management
Investment Advisory
Alternative Investments
Portfolio Management
Market Commentary
Details
- Year established: 2010
Highlights and features
- We offer 12+ years of experience in personalized wealth management.
- Our open architecture platform ensures unbiased investment recommendations.
- We provide direct access to portfolio managers making investment decisions.
- Our team includes CFA charterholders and former private equity professionals.
- We deliver custom monthly performance reporting for complex portfolios.
Associations and certifications
- SEC Registered Investment Advisor
Services
Wealth Management
Our wealth management services combine personalized financial planning with strategic asset allocation. We create customized investment strategies aligned with individual risk profiles and long-term objectives. Our approach emphasizes capital preservation through diversified portfolios and disciplined market analysis.
Investment Advisory
We provide unbiased investment advisory services through an open architecture platform. Our team conducts thorough research to select optimal investment vehicles across asset classes. We focus on minimizing fees while maximizing returns through continuous portfolio monitoring and adjustments.
Alternative Investments
Our alternative investment solutions include access to private equity deals and closed-end funds at lower minimums. We employ quantitative analysis and qualitative research to identify opportunities in market inefficiencies, aiming for capital appreciation and income generation.
Portfolio Management
We offer comprehensive portfolio management services with custom monthly reporting. Our approach combines direct access to portfolio managers with advanced technology tools for performance tracking and risk assessment across complex investment structures.
Market Commentary
Our daily market commentary provides clients with timely analysis and educational resources. This service enhances investment transparency through regular updates on market conditions, portfolio performance, and strategic adjustments made to client portfolios.
People
Earl W. Powell
Chairman and CEO
Founder of Powell Investment Advisors and former partner at KPMG Peat Marwick. Serves on multiple investment committees and brings decades of private equity and financial management expertise to client strategies.
Jesse A. Wachs
Chief Investment Officer
CFA charterholder with experience in convertible arbitrage and investment banking. Leads portfolio strategy and market analysis while serving on the Chapman Partnership Investment Committee.
Todd J. Gross
Portfolio Manager
Former private equity associate and investment banker with CPA certification. Specializes in portfolio analysis and strategic investment selection using both quantitative and qualitative evaluation methods.
Questions
What services does Powell Investment Advisors offer?
We provide wealth management, investment advisory, alternative investment opportunities, portfolio management, and daily market commentary services tailored to individual client needs.
Are you a registered investment advisor?
Yes, we are an SEC Registered Investment Advisor, adhering to strict regulatory standards for client protection and professional conduct.
How do you approach investment management?
We use an open architecture platform with personalized asset allocation strategies focused on capital preservation, diversified investments, and long-term market participation.
What makes your firm different from others?
Our unique advantages include direct portfolio manager access, transparent reporting, lower fee profiles, and a family business approach with personalized attention to each client.
How can I receive your market commentary?
You can sign up for our daily market commentary emails through our website to receive insights shortly after market close each trading day.
