Phillips and Company Advisors LLC

Phillips and Company Advisors, LLC provides investment advisory services to individuals (including high-net-worth clients), trusts, estates, corporations and retirement plan sponsors. Its service offering includes portfolio management through both wrap-fee and non-wrap arrangements, pension consulting for plan sponsors and participants, and account and portfolio consultation services.

The firm delivers customized programs overseen by an investment committee, including a discretionary Investor Advantage wrap program and targeted thematic separately managed account strategies focused on areas such as artificial intelligence, luxury & entertainment, American manufacturing and emerging industries. Investment decisions reflect a mix of fundamental, cyclical and technical analysis, and portfolios are tailored to clients’ objectives, risk tolerances and any specified restrictions.

Compared with many multi-team peers, Phillips Advisors reports a larger share of assets managed on a non-discretionary basis (approximately $1.46 billion non-discretionary versus $1.21 billion discretionary within total AUM of about $2.66 billion as of December 31, 2025) and uses performance-based fee arrangements on certain accounts. The firm recently introduced its thematic SMA program and notes the use of periodic reporting and occasional publishing or marketing reimbursements from product sponsors that accompany its client communications and program materials.