Serving You

"The client experience means everything to us. Exceeding your expectations with top-quality service is our goal."

– R. Todd Lincoln

Partner, Client Relations / Wealth Advisory

"The client experience means everything to us. Exceeding your expectations with top-quality service is our goal."

– R. Todd Lincoln

Partner, Client Relations / Wealth Advisory

"The client experience means everything to us. Exceeding your expectations with top-quality service is our goal."

– R. Todd Lincoln

Partner, Client Relations / Wealth Advisory

The PPS Client Experience

No matter what your situation may be, PPS’s experienced advisors can help you achieve your desired outcome.

We listen carefully to truly understand your objectives and risk level. Then we customize a thoughtful plan that will work best for you.

Fixed Income is an important tool for managing risk and providing a source of income

Preservation of Principal: maintain the capital base by investing in short to intermediate maturities (< 10 years)
Stability of Income: produce a stable and consistent income stream over time
Total Return: optimize the after-tax return

Portfolio construction can add excess return through broad tactics

Manage maturity and optimize positions along the yield curve
Manage allocations among broad types of fixed-income securities as well as across industries within the corporate bond sector
Select individual securities that offer the most relative value
Monitor and manage risk via changes in credit quality, position size, allocations to various security types, call risk, and liquidity