all the wiser
fully invested in informed decisions
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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
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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.
Our portfolio construction process utilizes independent capital market assumptions for a 10-year period, derived from both historical data and the current economic and capital markets backdrop to develop optimized portfolios.
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 April Market Perspectives.
It’s been a bumpy path to start the year for equities. Results were somewhat mixed in March, but domestic equities gained ground during the first quarter.
The U.S. Department of Commerce sharply reduced its estimate of Q4 growth to a 2.4%
annualized pace. Smaller contributions from private inventory purchases and personal consumption expenditures, along with a reduction in government spending, were the main contributors to the downward revision.