Mission Statement
We believe there are two critical factors to consider in protecting your hard-earned assets -- first from unusual world events or financial market shocks. Second, in such a litigious society, your family's assets need to be protected from creditors, with the utilization of trusts or similar structures. We have a team of professionals with this focus.
As the financial industry is evolving, we believe it is critical to integrate your professional team to provide you exceptional service. Your tax advisor and preparer need to work closely with your investment team and other professionals, including your custodian. Your team of professionals need to work together; we provide that solution.
PVG believes the client’s privacy and security of assets is of utmost importance and utilizes Fidelity, Axos Advisory Services (local) and Interactive Brokers as custodians of your assets.
Integrated Sophisticated Advice from Top Experts
PVG has been a registered investment advisor since 1987. The philosophy of PVG is to protect client assets when markets are falling. We describe our process as Loss Averse Investing. PVG is known as an asset manager and has successfully navigated many bull and bear markets. By protecting assets during bear markets portfolios can grow with less risk.
PVG has added services for their clients to integrate not only asset management, but also all traditional wealth management services - where investors typically go to multiple professionals to access these services. The tax professional, estate planning attorney and insurance consultant should all be working together and with the asset manager.
Leveraged ETFs in Portfolios
