Our Core Values


At PH&N Investment Services:

  • We are ethical above all else.

  • We are candid and transparent.

  • We strive for thought leadership and innovation.

  • We charge a fair price for our services.

  • We focus on what is best for our existing clients.

  • We hire and retain talented, likeable people and provide them with an environment that allows them to flourish.

  • We value teamwork and collegiality.


To speak with an Investment Funds Advisor:
Call us at 1.800.661.6141 or
email us at info@phn.com