01. Objective Advice
Independence allows us to develop your financial strategies with one thing in mind…working towards your goals.
02. Our Mission
We believe that fulfilling your financial goals should be an attainable dream. Through experience and education, research and relationships, we design and implement strategies that empower our clients to achieve their financial dreams.
All this begins with our core belief: Your wealth deserves a strategy.
03. Our Company
Private Client Group Asset Management is an independent investment advisory firm who understands that expert advice cannot be provided without objectivity. Our truly consultative approach ensures that our clients’ needs always come first.
We manage assets for individuals and families, providing investment management, and financial planning services.
Download our Services Brochure Why a Registered Investment Advisor
Who are Private Client Group’s typical clients / prospects?
Individuals and families with investable net worth who are looking for unbiased, fee-based investment advice and “high touch” personal attention. After time horizons, risk tolerances and other factors are taken into consideration, top rated institutional money managers are normally engaged to implement a plan.
How can Private Client Group compete with major Wall Street firms?
Private Client Group is organized so that through First Allied Securities, Inc., we can access many investment products and offerings from its custodian: Pershing (a Bank of New York Mellon company). As a result, our product offerings exceed those of the wire-house firms. At the same time, our cost of operations is less than the large firms allowing Private Client Group to be very price competitive.
Perhaps Private Client Group’s most significant advantage is its independence. We are not under any pressure to sell products that may not be suitable or in the best interests of our clients.
Finally, we believe there are few financial consultants who have had more varied, successful and financially rewarding careers than the firm’s Senior Partner, David W. Johnson. David, along with the firm’s strategic partners, feel that Private Client Group can confidently compete with anyone.
How is asset allocation determined?
We use a detailed questionnaire. (Click here to review it). The questionnaire, however, only serves as a starting point for on-going discussions with clients and, in many instances, family members. We determine a client’s income requirements, investment goals, time horizon, risk tolerance, and future life style projections. As circumstances change, so will asset allocation. Since our clients/prospects have strong financial profiles, the equities portion of the portfolio is often larger than the fixed income segment. Some clients may have appetites for alternative investments. Alternative investment strategies are available for accredited investors.