Preston Investments

Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high‑net‑worth clients, and to pension and profit‑sharing plans. The firm offers tailored portfolio management, model portfolios, and guidance on ETFs and mutual funds, and also provides IRA rollover recommendations and access to insurance products through licensed supervised persons.

The firm typically manages client accounts on a discretionary basis and combines ongoing monitoring with rebalancing, using fundamental analysis alongside both long‑ and short‑term trading strategies; model portfolios are part of its scalable offering and are held on Interactive Brokers when used. Custodial relationships include Charles Schwab, Interactive Brokers, and Capital Client Group, and the firm does not utilize third‑party investment advisers or participate in wrap fee programs.

Preston manages about $146 million for 1,277 clients with three advisors, resulting in a notably high client‑count per advisor (roughly 425 clients per advisor), which suggests a more standardized, platform‑driven service model than many peers. The firm also discloses that some supervised persons are licensed insurance agents and that it has a pending broker‑dealer registration, both of which represent potential conflicts of interest and are described in its brochure.