PPS & V Asset Management Consultants Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals (including high net worth clients), retirement plans, charities and corporations, managing approximately $253.7 million for about 247 clients through a three-advisor team. The firm also serves as investment advisor to certain state 529 college-savings plans and acts as a 3(21) co-fiduciary for an employer-sponsored plan, in addition to standard portfolio management services.
The firm’s stated investment philosophy views markets as efficient over the long term but potentially irrational in the short term, so its Investment Management Committee constructs portfolios around core asset-allocation models (Aggressive Growth, Growth, Moderate Growth, Conservative Growth and Conservative) and meets at least quarterly to review allocations. Portfolios are typically built with low-cost mutual funds and ETFs and may include individual stocks, REITs, CDs, U.S. Treasuries and money-market instruments, with a generally long-term buy-and-hold approach and periodic rebalancing.
Compared with many peers, PPS & V discloses and advertises performance results and provides clients quarterly reports that include holdings, allocations and performance, a practice that is uncommon among similarly supported firms. The firm commonly recommends Charles Schwab Institutional (including a Schwab Annuity Platform for variable annuities), and several management personnel are licensed to sell life insurance and fixed or fixed-indexed annuities and may receive commissions on insurance sales, a feature clients should note as a potential source of conflicts of interest.
Client services
Expertise
Fee options
0.50% to 1.0% annually, negotiated per client basis
Account minimum: No minimum account investment required
Main office
2750 Old Centre Ave, Suite 100
Portage MI 49024
Advisors at this office
3
Most active in
Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert V
Series 63, Series 65
Portage, MI
PPS & V Asset Management Consultants Inc
Robert Vliek is a financial advisor with PPS & V Asset Management Consultants Inc in Portage, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with PPS & V since 2007. Vliek is also licensed to offer life insurance and fixed and fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term, buy-and-hold investment approach using low-cost mutual funds, ETFs, and other instruments.
Ryan V
Series 63, Series 65
Portage, MI
PPS & V Asset Management Consultants Inc
Ryan Vliek is a financial advisor at PPS & V Asset Management Consultants Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PPS & V Asset Management Consultants since 2010. He is also licensed to offer life insurance and fixed or fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for around 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term buy-and-hold investment approach with periodic rebalancing.
Kayla F
Series 65
Portage, MI
PPS & V Asset Management Consultants Inc
Kayla Frantz is a financial advisor at PPS & V Asset Management Consultants Inc with six years of industry experience. She holds a Series 65 designation and has been with PPS & V since 2004. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm employs a core asset-allocation model approach and typically builds portfolios with low-cost mutual funds, ETFs, and other instruments, maintaining a long-term buy-and-hold strategy with periodic rebalancing.
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