WHAT WE DO

Managing investment portfolios and providing unbiased advice is the largest part of our business. P&A offers four portfolio management styles, each one customized to the individual client’s preferences. Read more about our Investment Management services.


Financial planning describes the task of determining the probability that you’ll be able to afford your financial goals and lifestyle. A financial plan embraces the performance of your investments and other assets, takes into account inflation, accounts for your income and expenses, and projects these out over your estimated life expectancy.


For more about How We Operate, including discussion of our Investment Committee, performance reporting and the use of a third-party custodian, click on the link.


We only need a few paragraphs to tell you how much we charge for our services. Check out Our Fee Schedule.


Are you wondering if you’d be a good fit to do business with us? Here’s Who Should Hire Us.