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.
Stocks took a step back during July, while fixed-income
markets were mixed. Despite the setback, returns remain largely
positive year to date.
The successful management of a family office investment portfolio requires a carefully guided strategy focused on asset diversification, risk mitigation, experienced, and transparent oversight.
Following a disappointing first-quarter GDP reading, 2014 economic projections from the Fed were revised meaningfully lower.
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 July