all the wiser
fully invested in informed decisions
More on ourcollaborativeapproach
Fully invested in your success—today and always—with a holistic, coordinated and collaborative approach.
Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
Serve as trustee or trustee’s agent to ensure your wishes are carried out.
Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
high touch attention
fully invested client care
More aboutour clientattention
A nurturing process to realize growth and expand financial security at each step of your life cycle.
fully invested advisors
A powerful, personal CFO model that puts your goals first and builds financial fitness.
freedom of choice
fully invested difference
No proprietary products, no pitches, no sales commissons, just the freedom to go where smart money should and advice to guide wise decisions.
big picture views
Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Stocks and bonds continued their ascent in May, as the majority of indices that sold off during the first few months of the year have now regained losses and have risen well into positive territory.
Jim Baird, PMFA Chief Investment Officer and Mark Dixon, PMFA Investment Committee Chair, and Institutional Investment Consulting Practice Leader, discuss highlights from the firm's June Market Perspectives.
Despite the weak start to the year, economists are reasonably optimistic about the prospects for growth in the coming quarters. The Fed appears poised to maintain its tapering path with the first rate hike expected in mid-2015. Low inflation abroad has led policymakers to consider policy adjustments, while inflation indicators domestically have edged modestly higher.
After a relatively volatile first quarter, capital markets were mostly positive throughout April.