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James Wesley Balthaser

PSI Capital Management

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About James Wesley Balthaser

James Wesley Balthaser is an investment advisor representative with PSI Capital Management. James Wesley Balthaser has been in the industry since January 17, 2000. James Wesley Balthaser has passed the Series 6, Series 63, and Series 65 exams. PSI Capital Management is a registered investment advisor headquartered in Lancaster, Pennsylvania. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. James Wesley Balthaser is also a member of RLH CPA's & Business Advisors, LLC, RLH Hanover Real Estate, LLC, RLH Westminster Real Estate, LLC, RLH EPBCA Real Estate, LLC, RLH Holdings, LLC, and RLH PC Liquidation Trust.

Firm Information

James Balthaser is currently registered with PSI Capital Management. PSI Capital Management is an investment advisory firm based in LANCASTER, PA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. PSI Capital Management manages approximately $287 million in assets for over 1,300 clients.
PSI Capital Management

147 NORTH SHIPPEN STREET

LANCASTER, PA 17602

$287.14M

Assets Under Management

9

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Balthaser’s Registration & Firm History

PA

05/10/2018 - Present

PSI Capital Management (LANCASTER PA)

TX

01/17/2000 - 06/18/2001

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

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Licenses & Designations

IA

Issued 08/29/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Wesley Balthaser.
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