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Key people at Continental Investors.
Continental Investors was founded in 2006 by Phil Purcell (Founder).
Continental Investors Services, Inc. operates as a comprehensive securities firm, acting as both a registered Broker-Dealer and an SEC-registered Investment Advisor. The company's core offering centers on financial guidance and investment solutions, specifically focusing on fixed-income and value-equity investments. It eschews proprietary products, emphasizing a selection of investments tailored to client objectives.
The firm was incorporated in 1991, established on the insight that clients benefit from focused expertise and personalized service in asset management. It has since expanded its footprint, operating branch offices across multiple states, driven by a commitment to understanding and addressing individual investor needs.
Continental Investors Services primarily serves a diverse clientele including fixed income and equity investors, municipal issuers, and retirement plans. The firm's long-term vision emphasizes maintaining strong, personalized relationships, prioritizing a deep understanding of clients' investment requirements to ensure the provision of the most suitable financial instruments.
Continental Investors was founded in 2006 by Phil Purcell (Founder).
Key people at Continental Investors.