Portfolio Management

PFM offers clients portfolio management and reporting services.   Through the program clients receive:

• Investment analysis
• Allocation recommendations, and in most cases, implementation
• Monthly statements reflecting holdings and transactions (from custodian)
• Quarterly performance reports (from PFM)
• Ongoing account monitoring

Our Investment Philosophy

The PFM investment philosophy is value based and focuses on protecting your assets to predictably meet your goals.  We view investments as a means to achieve your goals, not as a means to make you wealthy.  This approach allows us to confidently make prudent choices when emotions can run hot, in good markets and in bad.  As with many aspects of life, balance and moderation are the keys to overall success and happiness.

How Do You Feel About Financial Risk?

Just as each person’s lifestyle and retirement goals are different, so is their comfort level when it comes to taking risk.  Some feel more secure when there is less market fluctuation, while others may accept more volatility.  Knowing your tolerance for risk is an important factor in creating your financial plan.  Once you take the emotion out of decision making, you can feel confident in your investment strategy.   Simply click on the button below to complete a complimentary risk tolerance questionnaire.

WHAT'S YOUR RISK SCORE?