A complete list of active advisors currently associated with PMG Family Office, LLC

Warmer can help you find a great advisor at PMG Family Office, LLC or one who fits your needs even better.

PMG Family Office provides comprehensive portfolio management and standalone financial planning and consulting for individuals (including high net worth individuals), trusts, estates, and business entities. Services described in the brochure include asset management across individual stocks, bonds, ETFs, options and other public and private securities, as well as planning work covering investment planning, retirement and estate planning, corporate and personal tax planning, cost segregation studies, corporate structure and real estate analysis. The firm offers individualized investment advice with continuous monitoring and rebalancing, using methods such as fundamental, qualitative and sector analysis and a range of asset-allocation approaches (strategic, dynamic, tactical and core-satellite). Investment flexibility includes both long- and short-term purchases, a fixed-income allocation approach, and the use of structured products and derivative instruments where appropriate. What the brochure highlights as distinctive compared with many peers is the explicit use of derivatives and structured products — including options, futures and embedded-derivative structured instruments — within separately managed accounts, which the firm discloses as part of its implementation toolkit. The firm also emphasizes a family-office style suite of planning services (e.g., cost segregation, corporate structure and lines-of-credit evaluation) and conducts due diligence and ongoing reviews when third-party money managers are engaged.

To learn more about the advisors currently working at PMG Family Office, 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.