Sophisticated Strategies, Personal Relationships
Your investment portfolio is the linchpin of your financial future. Personal Business Management Group Ltd. (PBMG) builds your portfolio from the ground up, with your goals as our guide and our in-house market research as the engine.
We employ in-house stock analysts who conduct in-depth analysis of long-term economic trends, market fundamentals, and individual stocks. We also have a close relationship with a certified public accountant who provides sophisticated tax reduction strategies. Our multifaceted approach to asset management involves a flexible program that may include:
As a fee-only Registered Investment Advisor (RIA),PBMG always places your best interests first. We establish long-term relationships with a small universe of clients who desire highly individualized service. Based in Fairfield County, Connecticut, PBMG has a national and international clientele. Sustaining the trust of each client and maintaining a good working relationship is as important to us as generating superior investment results.
Our principals bring a wide range of experience to the table, including backgrounds in banking, the law, trusts and estates, commercial real estate, and securities analysis. We handle complex financial affairs with the personal attention you rarely receive from large institutions.
PBMG has developed a rigorous investment process based on in-house market research and a focus on identifying long-term opportunities consistent with a modest level of risk. We primarily utilize individual equities, exchange-traded funds (ETFs), and fixed-income investments, but we also consider nonfinancial assets, global securities, specialty funds, and alternative investments.
The heart of PBMG is a team approach that includes highly experienced investment managers and financial planners working closely with in-house stock analysts and investment strategists on your behalf. Get to know us!
Personal Business Management Group Ltd
1911 Summer Street
Stamford, CT 06905
Phone: 203-357-1046 - Fax: 203-964-1173
© 2020 Personal Business Management Group Ltd