Investment Guardian Services

Our goal is to leave you feeling confident that our recommendations and findings are the result of an experienced, results driven and objective partner. We have no proprietary products to sell, no investment banking relationships to promote nor any other business conflicts to get in the way of providing you with objective recommendations.

Know the value of a financial professional

Both investing and financial planning can be intimidating for “first-timers.” Even experienced investors sometimes struggle with changing industry regulations and making investments without emotions getting in the way. If you’re not comfortable investing on your own, consider working with a financial professional. Contact us to learn how our team can help you with your investing goals.

Investment Management Advisory Services | Personal Financial Group

Investment and Portfolio Strategy

At Personal Financial Group (PFG), we believe in building investment portfolios to meet the individual needs of our clients. Whether it’s a short-term need or long-term need, we create Growth-Oriented Portfolios, portfolios focused on Capital Preservation and everything in between.

Our compensation is not tied to any revenue-sharing arrangements, but to the recommended models and investments that you feel fit your goals and objectives. Our independent practice benefits from the research efforts of a dedicated team of investment professionals, all devoted to helping us pursue better results for our clients.

PFG Advisors have no proprietary products or investment banking relationships to promote. What we do provide is quality, objective research, and recommendations they can use to make informed recommendations based on your individual financial goals. That’s why helping you work to achieve your financial goals is how our financial professionals track their success.

Investment Services

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Regular meetings to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Quarterly Statements
  • Independent Advice
  • Commission-free transactions on most stocks, bonds or mutual funds traded in your account (certain transaction fees may apply)
  • Recommendations regarding positioning of investments within your employer-provided retirement plans such as 401(k)s
  • Weekly Economic Update detailing our firm’s research, analysis, and view of the current state of the investment markets

Investment Education

We empower you to understand changes in the financial landscape while giving you the option to outsource the more time-consuming aspects of investment research to us. Investing can be complex and sometimes overwhelming. One of the most important things you can do is to educate yourself. Learning basic financial industry terminology is a good place to start, along with understanding various investment products and the risks associated with them.

You can take advantage of the many educational resources available online to increase your understanding of financial planning and investing, but we believe by working with a Financial Advisor you can get guided education that fits your needs and goals.

Keep in mind that investing differs greatly from depositing money in bank. Federal deposit insurance guarantees bank deposits up to a certain amount. The value of stocks, bonds, and other securities, however, fluctuates with market conditions. There’s no guarantee you’ll make money from your investments. They could lose value.

You’ll also find information about various investment products ranging from annuities to money market funds. Every saving and investment product has different potential risks and returns.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results.

Work With Us.