Exceptional Service


PH&N Investment Services has built a reputation for putting our clients first, which is based on our unwavering commitment to delivering exceptional service every day.

We are dedicated to building a long-term partnership with you. And since no two clients are alike, we offer two service options to cater to different needs:

On a quarterly basis, all of our clients receive timely and valuable information to help them understand their portfolios and make informed decisions, including:

  • A comprehensive account statement that provides a detailed summary of your account's transactions, current portfolio value and asset mix. Since we strongly believe in transparency, we also include the weighted management expense ratio of your portfolio so you can clearly see the fees you are paying.

  • A personalized Quarterly Report, which contains timely market commentaries; in-depth articles on topical investment trends; and detailed fund information, including comprehensive performance tables. The customized report includes updates and commentaries for the specific funds that make up your portfolio.

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

Before purchasing any funds, you should read the Fund Facts document.