PELION

Pelion provides customized, efficient and objective wealth management solutions to individuals, trusts, corporations and retirement plans. Pelion is unaffiliated with any investment product management firm so we utilize best of breed hedge funds, mutual funds, ETFs and individual securities to build client portfolios... Pelion is a full-service investment firm. We work with clients to build customized portfolio solutions for their unique situations... Pelion Investment Advisors is a registered investment advisory firm with clients across the United States.

Also known as: Pelion Group, Pelion Investment Advisors, Pelion Investment Advisors, Inc.

Primary location: Dallas United States