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Investment Advisory Service
It can be difficult to plan for financial independence in a vacuum. Benefit from a personalized plan coordinated by PKS.
You won't need to watch daily reports. You can stop worrying about market forecasts. Your plan will be in place and be followed. From day one, working with PKS Investment Advisors will be different.
LONG-TERM PLANNING
Among our key goals as your investment advisor is to focus your attention on your investment plan, and less on market volatility that can cause you to lose sight of the discipline required to achieve your real goals. Our initial meetings with you include analysis of your financial situation as well as a discovery of your values, goals and relationships. We use what we learn to draft your written Investment Policy Statement, which guides us and you in structuring your portfolio.
LONG-TERM INVESTING
For managing your financial portfolio, we offer a prudent approach based on our fiduciary relationship with you as your trusted investment advisor.
Fiduciary duty is generally considered the highest legal duty one party can have to another. As a Registered Investment Advisor firm, we have a legal responsibility to always act in your best interests - and we take that responsibility very seriously.
We apply a passive investment approach, tailoring your portfolio's level of risk (and its expected returns) according to your personal preferences, goals and circumstances. In addition to seeking broad global diversification according to the tenets of Modern Portfolio Theory, we assist with appropriate asset allocation between taxable versus tax-advantaged accounts.
VALUE-ADDED SERVICES
Our constant objective is to help you meet your long-term financial goals. Our array of services provides a platform from which to grow. These include: maintaining globally diversified investment portfolios; building customized bond portfolios for fixed income investors; planning for retirement and other major life events; managing qualified retirement plan assets; and meeting risk management needs through appropriate insurance applications.
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