PSI Capital Management Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

PSI Capital Management is an independent, fee-only Registered Investment Advisory firm that serves clients across the United States and Puerto Rico. With a fiduciary duty, the firm prioritizes clients’ best interests and aims to simplify the financial landscape through its Paradigm Shift Investing approach, offering guidance intended to help clients achieve financial peace of mind. The organization operates from offices in Lancaster, Hanover, Harrisburg, and Hershey, Pennsylvania, and is in the process of finalizing a merger with Pilot Capital Management, another independent RIAs firm in the region, which expands its advisory footprint.

Dating back to its origins as Planning Strategies Inc. in 1994, the firm emphasizes independent advisory service over sales-driven advice and aggregates advisors with extensive experience across insurance, banking, and investment environments. PSI Capital Management positions itself within the investment management industry as an independent advisor focused on client-centric strategies, supported by a multi-location presence in Pennsylvania and a nationwide reach. The firm notes a collective depth of experience among its advisors, totaling more than a century, and operates within the broader RIA landscape that includes well-known national players.

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