Parker, CO Office

Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals (including high net worth clients) as well as pension, retirement, foundation and endowment clients. The firm also offers held-away account management for workplace retirement plans via a third‑party platform and may allocate client assets to independent managers for municipal bond management and option overlay strategies.

PGAM employs a fundamentally driven investment process that incorporates global macro, currency and geopolitical analysis to construct customized U.S., international and global equity, fixed income and balanced portfolios, with international exposure often implemented through ADRs. Accounts are typically managed on a discretionary basis with regular monitoring and reporting, and the firm uses third‑party platforms (including Schwab’s Managed Account Marketplace and Pontera) to implement certain strategies and rebalancing for held‑away assets.

The firm’s senior investment and product professionals have long tenures at large institutional asset managers and several leaders hold the CFA designation, reflecting an institutional background within a multi‑team boutique. PGAM’s explicit use of third‑party technology to manage held‑away accounts, facilitation of estate‑planning documents through an external service, and the combination of individualized discretionary management with institutional consulting and independent manager allocations are features that set its operating model apart from many similarly sized multi‑team firms.