Who We Are

  • PPSG is the collective vision of a team of wealth and investment management veterans who believe that clients are best served by
    1. an organization singularly focused on advising and investing
    2. transparent investment and business practices
    3. an entrepreneurial environment where best practices take precedence over convention
  • As an SEC-registered investment advisor we serve as fiduciary to our clients: their best interests always come first.

Who We Serve

  • PPSG’s clients represent a diverse array of financial goals and needs and include high net worth individuals and their families, members of the wealth advisory and consulting communities, family offices, and fiduciaries responsible for endowments and foundations.
  • Each client has a direct relationship with the professionals investing their assets, resulting in a level of attention and customization unusual in our industry.
  • PPSG also coordinates with our clients’ accounting, legal and other advisors to facilitate achieving the best total outcome.

How We Invest

  • PPSG builds separately managed portfolios of individual, publicly traded securities that are tailored to each client’s specific circumstances.
  • We look for opportunity in all corners of the equity and fixed income markets and conduct our own company and industry research.
  • Our unconstrained approach to portfolio construction assures that buy and sell decisions reflect the client’s risk/return profile, not market cap, style or benchmark structure limitations.