InvestingWorld.jpg

INVESTMENT
MANAGEMENT

Invested in your world

INVESTMENT MANAGEMENT

Our Investment Management Philosophy relies on four core tenants:  Performance, Risk, Behavior and Total Cost. 

PERFORMANCE

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

RISK

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.

BEHAVIOR

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.

TOTAL COST

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

PPWMInvestMgmt1.png

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

PPWMInvMgtDiff.png
InvMgmtDiff.png
Schedule A Consultation

Thank you! We'll be in touch to schedule a meeting with one of our team members.

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.