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Connors Investor Services Inc

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Client assets under management

$866,301,427

Clients

591

62% high-net worth

Advisors

10

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

59

Typical

Average account size

$1,465,823

About

Connors Investor Services provides discretionary portfolio management to a mix of individual and institutional clients, including high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm does not offer standalone financial planning or non‑investment consulting and manages client relationships under written Investment Advisory Agreements.

Its investment process combines fundamental and technical analysis across long‑ and short‑term strategies and routinely uses options in managed accounts — including covered call writing and options hedging — as a component of risk management. Connors monitors allocations on an ongoing basis, treats cash as an asset class, and can allocate client assets into affiliated vehicles such as the Connors Hedged Equity Fund when appropriate.

Connors is adviser or sponsor to multiple pooled vehicles: a 1940 Act mutual fund that employs a growth strategy with an options hedge, several affiliated private investment funds for which it acts as general partner, and a bank‑maintained collective investment trust for ERISA assets, and it is a partial owner of Founders LLC which provides white‑label administrative trust services with Counsel Trust Company. These affiliations — and the firm’s participation in unaffiliated wrap/managed account programs and custodial relationships that include non‑cash services from custodians — create potential conflicts of interest the firm discloses and addresses in its offering documents.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Concentrated stock management Private / alternative investments

Fee options

Fixed

Registrant may charge a flat fee or waive fees based on certain criteria such as anticipated future earning capacity, additional assets, account complexity, negotiations, etc.

Percentage

$0 - $500,000: Not explicitly stated $500,000+: 0.25% to 1.25%, based upon various factors including investment objective and complexity

Other

Account minimum: $500,000 Fee-only: 0.25% to 1.25% annually, based on assets under management and other factors; fees may be negotiated, waived, or charged as flat fees in some cases.

Main office location

Connors Investor Services Inc

1210 Broadcasting Road, Suite 200

Wyomissing PA 19610-3213, United States

Number of offices

1

Most active in

California · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert H

CFA®

Wyomissing, PA

Connors Investor Services Inc

Robert Hahn is a CFA® charterholder with 10 years of industry experience. He has worked at Connors Investor Services Inc. since 2017 and previously was with Raymond James from 2014 to 2017. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm combines fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple pooled investment vehicles, such as mutual funds and private funds.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Steven S

CFP®, Series 65

Wyomissing, PA

Connors Investor Services Inc

Steven Silverman is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been with Connors Investor Services Inc in Wyomissing, PA since 1997. Outside of his advisory role, Silverman is owner and president of Old Mill Management, LLC, a commercial real estate and management company where he provides consulting and financial analysis. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, and other entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple affiliated private funds and a mutual fund.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Steven P

CFP®, Series 63, Series 65

Wyomissing, PA

Connors Investor Services Inc

Steven Pottieger is a CFP® with 20 years of industry experience, currently serving at Connors Investor Services Inc since 2005. He holds Series 63 and Series 65 licenses and is based in Wyomissing, PA. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, and various entities. The firm employs a blend of fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated funds and pooled vehicles.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Thomas P

Series 63, Series 65

Marietta, GA

Connors Investor Services Inc

Thomas Platt is a financial advisor at Connors Investor Services Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Connors Investor Services since 2013. He is also involved in selling fixed annuities. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and treats cash as an asset class, while managing portfolios with mutual funds, ETFs, equities, fixed income, and private funds.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Ryan M

Series 63, Series 65

Wyomissing, PA

Connors Investor Services Inc

Ryan Mccallum is a financial advisor with Connors Investor Services Inc, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Connors Investor Services since 2022 and previously spent 11 years at LPL Financial LLC. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and is notable for its role as adviser and sponsor of multiple pooled investment vehicles and affiliated funds.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Debora C

Series 65

Wyomissing, PA

Connors Investor Services Inc

Debora Covell is a Series 65 licensed financial advisor with nine years of industry experience. She has worked at Connors Investor Services Inc. since 2017 and previously spent one year at CemSOL and 29 years at McGinn Capital Management, Inc. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis using both long- and short-term strategies, including options, and serves as adviser and sponsor of multiple pooled investment vehicles.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Peter C

CFA®

Wyomissing, PA

Connors Investor Services Inc

Peter Connors is a CFA® charterholder with 23 years of industry experience. He has been with Connors Investor Services Inc since 1992. The firm is a team of nine advisors based in Wyomissing, PA. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, including options and treating cash as an asset class. It also acts as adviser and sponsor to multiple pooled vehicles, including the Connors Hedged Equity mutual fund and affiliated private funds.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Benjamin C

Series 65

Wyomissing, PA

Connors Investor Services Inc

Benjamin Connors is a Series 65-licensed financial advisor with Connors Investor Services Inc, based in Wyomissing, PA. He has one year of industry experience, including prior roles at SEI Investments Company and multiple engagements with Connors Investor Services. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, options, and a range of investment vehicles, and is notable for its role as adviser and sponsor of pooled funds including a mutual fund and affiliated private funds.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Brian M

CFA®, Series 63

Wyomissing, PA

Connors Investor Services Inc

Brian Mccoy is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 2003. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm uses a blend of fundamental and technical analysis, employing both long- and short-term strategies including options, and manages a range of assets including mutual funds, ETFs, equities, and fixed income.

Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Robert C

CFA®, Series 63

Wyomissing, PA

Connors Investor Services Inc

Robert Cagliola is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 1999. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm combines fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated pooled investment vehicles.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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