A complete list of active advisors currently associated with Portfolio Management & Planning, Inc.

Warmer can help you find a great advisor at Portfolio Management & Planning, Inc. or one who fits your needs even better.

Portfolio Management & Planning, Inc. provides investment advisory and discretionary portfolio management services to individual clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm develops individualized investment plans and implements portfolios across stocks, mutual funds, fixed income, CDs and other client‑approved assets. The firm’s investment process uses fundamental analysis for stock selection, combining growth, value and income-oriented holdings while emphasizing diversification to reduce unsystematic (company‑specific) risk. Accounts are reviewed at least annually and clients receive quarterly reporting that includes market commentary, transaction activity and performance data. The firm manages roughly $95 million for about 28 clients, so average account sizes tend to be relatively large, and it typically requires discretionary trading authority while permitting client‑specified restrictions on holdings. It charges percentage‑of‑assets fees billed quarterly (a fee model that is less common among peer firms) and does not serve as a private fund adviser.

To learn more about the advisors currently working at Portfolio Management & Planning, Inc., 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
Marc Sassin	Arlington, VA	22

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