label1

Customized Portfolios - Independent Advice

label2

Solid Investments Based On Sophisticated Analysis

A Trusted Partner For All Your Financial Needs

A Disciplined Approach To Managing Your Assets

Home

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.

As your financial life becomes more complex, you need a trusted, experienced partner to help you manage your investments and offer advice on broader issues from estate planning to real estate. Partner with PBMG – contact us  today at (203) 357-1046 or This email address is being protected from spambots. You need JavaScript enabled to view it. .

Investing In Your Future

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.

Read more…

How We Help: Case Studies

A wide variety of people have turned to PBMG for help preserving and growing their assets. See how we have helped individuals, couples, families, professionals, and business owners get their financial future on the right track.

Read more here and here…

Contact Us

The financial team at PBMG is ready to work with you toward a brighter financial future. Contact us now:

Phone – 203 357 1046
email – jimf@pbmgltd.com
web – www.pbmgltd.com

To send a message or get directions…

Meet Our Team

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!

Read more…