Block House Investments is a registered investment advisor based in Sewickley, Pennsylvania, founded in December 2025 by Christopher Barto. Block House Investments specializes in ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm primarily utilizes fundamental analysis and long-term trading strategies, focusing investment advice mainly on equities and publicly traded companies to help diversify portfolios. Block House Investments operates under a legal obligation to act in the best interest of its clients when providing investment advice. Clients grant the firm the authority to make trades without asking first through discretionary agreements. The firm requires clients to hold their assets with Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are generally negotiable.