Invested in your world
Our Investment Management Philosophy relies on four core tenants: Performance, Risk, Behavior and Total Cost.
We start with objectives and optimal asset allocation. From there, we identify those strategies and managers that are in best position to meet or exceed performance expectations
Traditional views of risk are no longer adequate. For most clients, it is downside risk that matters most -- how much you stand to lose? We can identify strategies and techniques that help mitigate that risk.
We package an innovative platform of education, communication and conflict-free analysis into a solution delivered to you to help you make the best possible decisions.
We dive deep into every expense, from opportunity costs, to trading costs, to taxes and find solutions to eliminate or reduce any unnecessary cost and maximize value to our clients.
PPWM helps our clients cut through the noise to find the real meaningful data and apply knowledge within a framework that helps them make the best decision possible.
A "Typical" investment management process centers on continual monitoring of market conditions and management of chosen strategy.
REDEFINING THE PROCESS
TYPICAL INVESTMENT STRATEGY PROCESS
At Plum Pointe Wealth Management, our entire process is centered around the client from beginning to end. A continual balance of asset allocation and strategy optimization to achieve client objectives while matching their risk profile. We continue to engage the client and align with any changes in market or family conditions.
We deliver a balanced approach between personal understanding and an innovative approach to investment analytics.
OUR PROCESS DIFFERENCE
The Plum Pointe team has experience at both small and large institutions and has served a diverse client set. That experience is now being delivered in a high-service niche model.