A complete list of active advisors currently associated with PDM Investment Services, LLC
Warmer can help you find a great advisor at PDM Investment Services, LLC or one who fits your needs even better.
PDM Investment Services advises individual investors, including some high-net-worth households, and offers portfolio analysis, design and discretionary portfolio management alongside financial planning, rollover IRA support and administrative services. The firm’s portfolios are constructed from no-load mutual funds, ETFs and individual stocks, and it provides periodic account reviews, tax-loss harvesting and retirement income planning. The firm implements a blend of strategic adaptive asset allocation and tactical equity allocation across several model portfolios, selecting active and passive funds and individual stocks to match client risk profiles. It operates proprietary mutual fund and stock rating models (drawing on Morningstar metrics, valuation, technical and relative-strength factors) and maintains a long-term market indicator used to time large cash flows and sector rotation; the advisor also avoids leverage and other high-risk techniques and invests personal capital in the strategies. Noteworthy for a firm of its size, PDM publishes a monthly Focused Growth Investor newsletter that informs its portfolio decisions and is distributed to clients and subscribers, and it documents formal security/fund ratings and market-timing guidance that are uncommon among independent peers. The firm manages roughly $33 million for about 30 clients across multiple portfolios on a discretionary basis, is not accepting new clients, and handles trading, reporting and compliance directly with custodial safeguards and described cybersecurity practices.
To learn more about the advisors currently working at PDM Investment Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lake Orion, MI
| 15
|
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