We employ Discretionary Managed Investment Portfolios that are customized based on return objectives, risk preferences, and time horizon. Our active management approach ensures that your portfolio is constantly monitored to evaluate its suitability as market conditions fluctuate.

 

A Discretionary Managed Investment Portfolio offers many advantages:

  • Diversification: achieve the optimum diversification based on your return objectives and risk preferences.

  • Disciplined investment process: your portfolio is managed in a consistent manner and in accordance with your guidelines.

  • Eliminates behavioral biases: acts as a firewall against the typical, emotionally-driven biases that work against investors’ interests.

  • Reduced investment costs: our advisory fee is all inclusive which means you do not pay separately for investment transaction costs incurred in the management of your portfolio.

GET IN TOUCH

CONTACT
LOCATION
OPERATING HOURS

Email: info@pgwm.com
Phone: 650-756-7496

318 Westlake Center, Suite 203

Daly City, CA 94015

Mon - Sat: 6am - 6pm PST

Sunday: Closed

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© 2018 by PGWM LLC.