Our Approach

At Petredis Investment Advisors, we apply a guiding principle to every decision we make: treat every client how we would want to be treated.  We bring this principle to life by delivering a thorough strategic planning and investing experience to each and every client.  We believe our approach yields sustainable value for our clients.

What makes us different?

Trust

  • At Petredis Investment Advisors, we treasure the trust of our clients.  Trust is what guides our strategic planning and investment decision making process.  Trust is the key to successful long term client relationships and trust will allow our clients to remain confident in our planning and investing process.  We believe that trust is cultivated through honesty, transparency, empathy, work ethic and positive results.

Experience

  • Between our seven team members, we collectively have more than ten decades of experience in strategic planning and investing.  Our Founding Principal, Charlie Petredis, has been investing in financial markets for 44 years personally and 37 years professionally.  Charlie started his investment management practice after attending Harvard Business School.  He subsequently trained under the former Chairman of the Securities Industry Association.
  • Our team's investment experience spans several decades and market cycles since 1983, allowing us to make historically informed investment decisions for our clients.

Long Term Client Relationships

  • Petredis Investment Advisors serves over 300 families, individuals and institutions with roughly $881 million1 in assets under management, most of which were with Petredis Investment Advisors of Wells Fargo Advisors prior to the firm's decision to form its own registered investment adviser.  We believe our high client retention is a result of our clients' confidence in our planning and investing techniques, which have been sculpted over decades of study and experience.
  • We believe that our comprehensive client profiling process is what differentiates us from many other wealth management firms and allows us to build successful long term relationships.  Our customized planning and investing process has allowed us to attract, manage and preserve over $881 million1 in client assets.

Continuity

  • Petredis Investment Advisors is a family business that predominately serves family clients.  Our goal for each family is to plan and build sustainable wealth that pays dividends for generations.  We are well positioned to deliver continuity and facilitate intergenerational wealth transfer for our clients because of our team's multi-generational structure.

Value

  • The trust, experience, long term focus and continuity that we have delivered over the past three decades are the keys to the value we deliver to each client.  We believe that providing a thorough strategic planning and investing experience will remain the key to our success.

   1 As of December 7, 2022

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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