A complete list of active advisors currently associated with PPS & V Asset Management Consultants Inc
Warmer can help you find a great advisor at PPS & V Asset Management Consultants Inc or one who fits your needs even better.
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.
To learn more about the advisors currently working at PPS & V Asset Management Consultants 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 |
|---|---|---|
Portage, MI
| 6
| |
Portage, MI
| 15
| |
Portage, MI
| 16
|
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