Pelican Investment Advisors, LLC

Pelican Investment Advisors, LLC is a Registered Investment Adviser based in Baton Rouge, Louisiana, established in April 2021. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies and financial planning consulting. Managed Accounts are available to individuals and high net worth individuals, with discretionary and non-discretionary investment advisory services provided through various managed account programs. The firm charges asset management fees quarterly based on asset size and complexity of services, with annual fees capped at 2.00%. Clients may impose restrictions on investments, and the firm does not charge performance-based fees or engage in side-by-side management. Pelican Investment Advisors, LLC does not have a minimum account size requirement and offers investment advisory services to individuals, high net worth individuals, retirement plans, and businesses. The firm's investment strategies consider client needs, objectives, time horizon, and risk tolerance, incorporating methodologies such as asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. Clients are advised to consult with a tax professional due to potential tax implications of investments. The firm's primary goal is to help clients maintain purchasing power over the long term, with a focus on appropriate risk-taking and risk mitigation strategies. Pelican Investment Advisors, LLC does not charge performance-based fees, and its Principal Executive Officers have no reportable disclosable events in the past ten years. The firm's Code of Ethics emphasizes fiduciary duties, and employees are prohibited from trading securities prior to client transactions. The firm recommends utilizing Charles Schwab & Co., Inc. for brokerage and custodial services. Clients' accounts are reviewed quarterly, and the firm does not compensate individuals for client referrals. Pelican Investment Advisors, LLC does not have physical custody of client funds and requires written authorization for trading securities on behalf of clients. Clients are responsible for voting proxies, and the firm does not vote on their behalf.