Porte Brown Accountants & Advisors - Logo
Porte Brown Wealth Management
Check us out on BrokerCheck
®
PBWM Logo

Achieve Your Vision

Investment Management Solutions™ (IMS) provides you with a disciplined investment process, a flexible platform and robust programs. IMS offers personalized solutions for investing built around your unique goals, time horizon and tolerance for market volatility. Through IMS, you have access to more than 5,000 mutual funds, exchange-traded funds (ETFs) and a selection of professional money managers. The robust strategies in IMS utilize fund families such as Fidelity, Vanguard, PIMCO, John Hancock, Dimensional Fund Advisors, iShares and Oppenheimer.

Who will build this specially tailored plan?

Our team of first-class professionals, and you.

Here's what your team looks like:
Client & 1st Global flow chart

Long-term investing is a journey that can be derailed by roadblocks, doubts and chance. Knowing what investment fundamentals you believe in will allow you to see the path before you more clearly.

IMS Select Portfolios provide the discipline, capability and process necessary to help you reach your investment goals. Using a comprehensive process to understand your feelings, beliefs and objectives, you and your advisor collaborate to choose a strategy that is right for you. Each strategy delivers professional investment management with the added benefit of consistent long-term performance objectives, automatic rebalancing and tax efficiency.

IMS Select Portfolios offer over 50 different portfolios across five distinct investor profiles (Ultra Conservative, Conservative, Moderate, Growth and Aggressive Growth), are highly diversified across seven core asset classes and can be implemented utilizing either managed mutual funds, passive exchange-traded funds or a blend of these investment vehicles, along with alternative investment strategies.

Each of the IMS Select Portfolios strategy options can be implemented using taxable fixed income or national municipal bond strategies.

Next step:

PROVIDING FINANCIAL PEACE OF MIND FOR GOAL ORIENTED CLIENTS TM

Get in touch today and find out how we can help you meet your objectives.

CALL US

You are now leaving the Porte Brown LLC website. PrimeGlobal.net
Porte Brown Newsletter Porte Brown Newsletter