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

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

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 PPS Client Experience

Delivering on Your Expectations

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.

PPS’s Five Step Investment Approach

Equity Investment Process

Fixed Income Investment Process

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

How Our Clients Benefit

Customized portfolios to
meet your specific needs


Capital preservation

Risk/return management


Having the money you need – when you need it

Tax efficiency


Peace of mind

212 Carnegie Center
Suite 206
Princeton, NJ 08540

609-436-5680
info@princetonpsg.com
www.princetonpsg.com

212 Carnegie Center
Suite 206
Princeton, NJ 08540

609-436-5680
info@princetonpsg.com
www.princetonpsg.com