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Pittenger & Anderson’s ideal client wants an advisor to help them preserve and grow their wealth. They are delegators, able to quantify risk, and who understand the nature of markets and business cycles. Once the responsibility of managing their wealth has been delegated, they are well-poised to create more or simply enjoy life.
A typical client might receive a lump sum of money from the sale of a business, retirement rollover, or inheritance which causes them to seek professional counsel. Alternatively, many accumulate assets over a lifetime of diligent saving. These people often do not have the time, resources, or inclination to manage their own financial affairs in today’s volatile markets.
We are asked to manage individual accounts, retirement accounts and trusts. More esoteric investment accounts such as public and private foundations and company-sponsored retirement accounts are evaluated on their own merits before a relationship is established.
Our clients like doing business in a no-conflicts-of-interest manner where financial advice is objective and not tied to the sale of a product. We are our client’s financial advocate.
P&A appeals to investors who like knowing their portfolio is managed in a customized manner, with attention paid to personal tax considerations. They value communicating directly with their portfolio managers on a schedule and in a manner to their liking. Additionally, our clients appreciate easy to understand monthly statements from our custodian, as well as quarterly reports from P&A that compare their account performance to a benchmark.
Finally, we assist clients in working with their attorneys and accountants when they have a need for sophisticated tax and estate planning services.
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