You Deserve More Than a Cookie-Cutter Financial Plan
Most financial advisors start by putting your money into investments that align with a questionnaire. That’s not us. At PSI Capital Management, we break away from outdated financial models by marrying financial planning and investment management into a seamless, dynamic strategy.
what we do best
A Smarter Approach to Wealth
Financial Planning
A financial plan should be more than just a snapshot—it should evolve with you. We take a dynamic approach, building a strategy that adapts to life’s changes, ensuring you stay on track toward your goals with clarity and confidence.
Investment Management
Investment management isn’t just about picking stocks—it’s about feeding your financial plan. We create and actively manage portfolios that align with your needs, risk tolerance, and long-term objectives, keeping your wealth working for you.
Special Needs Planning
We help families create tailored financial plans to provide lifelong care and security for loved ones with special needs. Our guidance ensures you have the right resources in place to support their future.
Qualified Plans
We assist businesses in setting up and managing retirement plans that attract and retain top talent. From 401(k)s to other qualified plans, we optimize benefits while ensuring regulatory compliance.
Non-Profits & Endowments
We support nonprofits in managing and growing their financial resources through strategic investment and planning. Our goal is to help organizations maximize their impact and sustain their mission long-term.