facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Customize and Simplify

Every organization is different and PPS creates solutions for each that is tailored to fit the needs of the investment program. For many clients we assume responsibility for strategic advice, manager research, performance evaluation and risk management.

Enhancing your Investment Program

We believe consistency is the key to your success. We help your organization establish Fiduciary Governance, lower volatility, increase risk/return efficiency and improve transparency. Our stringent investment discipline helps your organization protect and preserve its capital.

Fee Negotiation

We negotiate terms on your behalf with financial institutions, money managers and other service providers and perform quality control checks to ensure accuracy. We commonly find areas to reduce costs and negotiate better terms.

Check the background of this firm/advisor on FINRA’s BrokerCheck.