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.
The global equity selloff extended into trading Monday, as Asian, European, and U.S. stocks traded lower.
Equity markets have come under pressure in recent days, as renewed fears of a slowing global economy have led to heightened volatility across global markets. The selloff has been fairly widespread, impacting both domestic and international equity markets while contributing to further declines for emerging market equities and commodities (particularly oil).
Developments in Greece and China took center stage
in early July, which
. Markets responded
favorably to the
deal reached that avoided a feared Greek default
Jim Baird, PMFA Chief Investment Officer discusses highlights from the firm's August Market Perspectives.