Bpu Investment Management Inc
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About this Advisor
Robert Standish is a certified financial planner located in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Bpu Investment Management Inc, they have gathered 14 years of work experience. Standish holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Standish can work with customers in Pennsylvania and Texas. Standish has spent their career at Bpu Investment Management Inc. Bpu Investment Management Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of four other offices in the country. Overall, Bpu Investment Management Inc oversees $541 million in assets dispersed across 1,855 accounts and employs 31 staff members. The amount of assets the firm manages makes it one of the bigger financial advisory firms in the country. The firm manages 1,721 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Bpu Investment Management Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Bpu Investment Management Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Standish Work History
Robert has 14 years of experience.
Bpu Investment Group, Inc
Robert Standish has no disclosures.
Please visit their SEC profile for more details.