Dreher Investment Services, Inc.

About Dreher Investment Services, Inc.

<p>West Texas plan sponsors who have come across ptwm.com may recognize Dreher Investment Services, Inc., a fee-only registered investment advisory firm headquartered in San Angelo in the Concho Valley region.</p> <p>The firm manages about $0.2B in assets (2026) and works with individuals on investment management and financial planning. Typical work includes building and maintaining portfolios, setting long-term goals, and reviewing progress as life and market conditions change.</p> <p>For employers and other retirement plan sponsors, Dreher Investment Services provides fiduciary support under ERISA, including 3(21) co-fiduciary guidance and 3(38) discretionary investment management. These services cover investment selection and monitoring, along with the documentation process that goes with an investment program.</p> <p>What sets the firm apart is the option to choose either a 3(21) or 3(38) arrangement, so sponsors can match the level of investment discretion they want to delegate while keeping advice fee-only.</p> <ul> <li>Fee-only registered investment advisor headquartered in the San Angelo area</li> <li>Assets under management: about $0.2B (2026)</li> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>Ongoing investment management and financial planning for individuals</li> </ul>

Website: https://ptwm.com/