PanthRex (pronounced Panth-Rex) is the combination of the Latin names Panthera Leo (Lion) and Rex (King). The King Lion exemplifies stateliness, strength, decisiveness, and protection. Each of these characteristics also exemplify PanthRex Asset Management.
We hope clients will find that certain traits of the King Lion, namely its intuition, wisdom, and prudent action, characterize the way we conduct our business. Our objective is to act with prudence when applying intuition and wisdom in our investment strategies.
Michael R. Wallin
PanthRex is registered with the U.S. Securities and Exchange Commission and is subject to fiduciary and regulatory obligations under the Investment Advisers Act of 1940. The firm has adopted compliance policies and procedures, adheres to a code of ethics, and fosters a client-first culture focused on honesty and trust.
We strive to offer a level of personalized service and open communication not found at larger firms to ensure our clients feel comfortable and secure when choosing PanthRex Asset Management.