Preferred Portfolio Services

As independent financial professionals with over 45 years of combined industry experience, we are pleased to offer Preferred Portfolio Services® (PPS) to our clients.  PPS is a resource that helps us build disciplined investment portfolios for many of our clients’ personal brokerage or IRA accounts.

  • PPS allows us to build individually-managed and well-researched investment portfolios tailored to pursue long-term, risk-adjusted returns consistent with our clients’ unique objectives.
  • PPS is a simple, pay-as-you-go program through a management fee based on a percentage of the assets you invest.  No more confusing commission structures, long-term contingent deferred sales charges or rights of accumulation.
  • PPS provides access to thousands institutional or load-waived mutual funds, exchange-traded funds (ETF) and individual equities.
  • As Advisors on PPS accounts, we serve as a fiduciaries entrusted to act in our clients’ best interests, avoid conflicts of interest, fully disclose all material facts fully and to act with utmost good faith.
  • You can stay abreast of your account performance from anywhere on-line with Investor360® or through our enhanced quarterly statements.

Please call for a comprehensive review of your current portfolio to see if your investment accounts are in line with your objectives, what fees you might be paying and if we can help reduce these costs.