NO MORE MIDDLE MAN

Somewhere along the way, Wall Street and the mutual fund complex decided that it was better to separate the investment professionals from clients. They thought the world needed a guy in between -- a middleman. We decided to create a firm where accountability mattered. We research, make investment decisions, and develop investment strategies.

PPWM DOESN'T OUTSOURCE INVESTMENT ADVICE

FIXED INCOME STRATEGIES

TOTAL RETURN STRATEGIES

EQUITY INVESTMENT STRATEGIES

CORE-SATELLITE STRATEGIES

GLOBAL MACRO STRATEGY

WEALTH MANAGEMENT STRATEGY "FOUR LEGS"

OPTION STRATEGIES

GLOBAL INDEX STRATEGIES