We provide entrée to the best firms / companies for Investment Professionals.

We work with investment professionals that desire more for their careers and want to take their professional capabilities to a new level.

We help with onboarding. We operate as a full service concierge type firm.

Because investment professionals have a variety of demands placed upon them, we understand transitions must be efficient, focused on your goals and confidential. We provide ongoing communication so as to facilitate the dialogue with perspective R.I.A. opportunities to a conclusion. To make a successful move in the investment community, you need a search & placement specialist that understands and can convey the different R.I.A. opportunities

You can expect the following from us:

Confidentiality. We are careful and deliberative in sharing information on an as-needed basis. In-depth interviews. We will ask questions (by phone/or in-person) about your experiences, your interests, and what you are looking for.
Communication. When we determine which firms would be interested in your candidacy, we will stay in communication with you about your status.
Advocacy. When we review your candidacy with interested firms, we present your background, your professional achievements, and relevant insight gleaned from you during the interview process. Honesty. We tell you the truth. You will know where you stand in the presentation, interview and job offer process.
Advice. We work for the R.I.A. firm; however, we will tell you our perspective, and help you with making - a cogent decision.

If you want to discuss how Pemberton Whiteman & Hill LLC may be able to help, please email us at info@pwhllc.com or call our main number: 816-421-8181.