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(800) 786-2998

our services

Trust PAM to keep your needs first and foremost.

 

With access to a wide range of services and products, we can provide a customized plan to help you pursue your financial goals. As a full-service independent financial advisory firm in conjunction with our broker-dealer, Securities America, we have a broad range of stocks, bonds, and mutual funds, as well as sound financial planning services at our disposal. You can be assured that our loyalties are with you first and foremost.

 
 
 
 

Our services include:

  • Prepare a strategic investment plan customized to your needs including retirement planning, education funding, estate planning, insurance and charitable giving

  • Provide diversified asset allocation* that meets your needs for growth, income and risk tolerance

  • Apply your personal view and priorities for socially responsible investing

  • Offer the option to participate in shareholder advocacy campaigns and community investment opportunities

Organizational services:

  • Collaborate with boards or trustees to develop investment portfolios for 401K's and retirements plans

  • Work with fiduciaries to implement investment strategies that are more in line with your organization's values

* Diversification seeks to reduce the volatility of a portfolio by investing in a variety of asset classes. Neither asset allocation nor diversification guarantee against market loss or greater or more consistent returns.
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck