Our Services

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 for 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

Once your strategies have been determined, PAM will work with you to implement and subsequently monitor the performance of your investments. Adjustments to your portfolio or plan may be necessary over time due to changes in your personal circumstances, changes in the marketplace or the emergence of new opportunities. PAM will be there to help you respond to these inevitable changes and help you stay on track to meet your goals.

* 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.