Pittenger & Anderson is an independent, fee-only investment advisor based in Lincoln, Nebraska.
Why Prospective Clients Choose P&A
People come to see us because they are frustrated with their current advisors, often second-guessing whose interests these advisors are serving first. P&A is held to a fiduciary standard, meaning we must always act in your best interests. Our business model perfectly correlates with the success of our clients and appeals to their sixth sense of what a relationship should be like.
As a fee-only investment advisor, we do not get paid by commissions or transaction charges. Our only compensation is the management fee you pay us, which is a percentage (1% or less per year) of the assets you entrust with us. For this one fee, we encourage you to get as much work out of us as you can. (See Why Fees Matter.)
We consider ourselves your financial advocate, seeking to educate and inform you throughout our relationship. P&A can help their clients with any financial decisions they face. Use us as a resource.
We are proactive in collaborating with our clients’ other professional advisors, including attorneys and accountants. The burden of coordinating these various advisors shouldn’t have to fall on your shoulders.
Collectively, our Investment Committee has experience that exceeds 100 years. Each member brings a unique perspective to the table for our clients. All five principals of the firm have their CFP® designation. Additionally, P&A has a succession plan in place to ensure the company continues to serve its clients well into the future.
Transparency is very important to us. We report your account performance to you on a quarterly basis, compare it to an appropriate benchmark, and give you an honest assessment of how we did. In addition, we eat our own cooking by managing our own money using the same strategies we employ for our clients.
Our goal is a long term relationship with all our clients. As a result, the confidentiality and privacy of our clients is of utmost importance.