Building Wealth

Building wealth for our clients is our primary service and most utilized by our clients.

With more than 25 years of investment experience, at major Wall Street firms; our group draws on that experience to develop an “institutional like” strategy that is customized to you and your financial plan.

The investment strategy we construct will be fully customized to your investment objectives and risk tolerance in mind.

PFG manages assets with a conservative bias. Our work and more importantly, your future, is not left to chance. The PFG group will use statistical analysis to help you understand your financial picture and risk profile. We will help you see what the future will look like for you and your family.

To help you build comprehensive wealth our group will all methods of building wealth including, but not limited to

  • Individual Domestic Equities*
  • International Equities*
  • Emerging Markets*
  • High Yield Fixed Income*
  • Mid & Small Cap Stocks*
  • Taxable & Tax-Free Fixed Income*
  • Emerging Market Equities*
  • Alternative Investments*

We will use research & analytical methods including:

  • Discounted to Cash Flow
  • Technical Analysis
  • Comparable Analysis
  • Relative Valuation
  • “Street” Estimates
  • Third Party Research & Analysis
  • Intrinsic Valuations
  • Marco Economic Data

We assist our clients develop wealth projections and expected growth rates through statistical modeling and capital market growth rate assumptions. We will help provide you with future portfolio projections.

Our group believes in utilizing all asset classes when constructing portfolios and developing your customized asset allocation.

This type of analysis ensures that the investments in your portfolio are quality investments and inexpensive relative to historical norms.

*Investment and Insurance products are not insured by the FDIC or any federal Government Agency. May lose value. Not a deposit of or guaranteed by a bank or any affiliate