Pittenger & Anderson is an independent, fee-only investment advisor based in Lincoln, Nebraska. Our hassle-free business model eliminates conflicts of interest, provides personalized investment solutions, and offers unbiased financial advice. Although not one of a kind, we are unique.Click here to learn more About Our Company

Clients hire us to manage their after-tax, retirement, custodial, and trust accounts. Our Investment Committee reviews client accounts quarterly (semiannually for accounts less than $100,000), with other portfolio reviews dictated by contributions/withdrawals, market conditions, or tax planning opportunities. P&A takes discretion on all client accounts. For more about What We Do click on the link.

We offer five portfolio management disciplines, with each account customized to the individual client. P&A employs the use of large cap stocks, high quality fixed income, no-load mutual funds and exchange-traded funds (ETF's).

P&A encourages all of their clients to have a comprehensive financial plan in place. For those who don't have a plan, we have three CERTIFIED FINANCIAL PLANNER™ professionals on staff, as well as two more working on their CFP® certification. As part of the financial planning process, we assist our clients in working with their other professional, such as attorneys and accountants. Click here for more about Financial Planning. In addition to planning, P&A gives objective advice regarding the selection of a trustee, philanthropic giving, or how best to finance a vacation home.

Pittenger & Anderson's ideal client wants an advisor to help them preserve and grow their wealth. They are delegators who understand the nature of markets and business cycles. Once the responsibility of managing their wealth has been turned over to a professional, they are well-poised to create more or simply enjoy life. Click here for more information about our ideal client.

P&A does not sell investment products, fill out tax returns, or offer mortgage loans. Do not confuse us with a "fee-based" advisor, stockbroker, insurance agent, accountant, or bank. We do not participate in client commissions, nor do we receive compensation from mutual funds. We're not salespeople; we're money managers. For more information about what differentiates us from competitors see "The Fee-Only vs. Fee-Based Debate" article.

P&A's preferred custodian is Charles Schwab. Our relationship with Schwab has led to leading edge technology, state-of-the-art information delivery, and cost-effective executions. P&A clients enjoy access to a large universe of institutional-only investment products and money managers, as well as the convenience of 24-hour online access to their accounts. We do not receive any compensation from our alliance with Schwab.

Pittenger & Anderson provides clients with quarterly reports (semiannual for accounts less than $100,000) that include performance compared to a benchmark, a transaction summary, and pertinent tax information. Monthly statements are delivered by the custodian and reconciled by P & A.

P&A is an advocate for our clients. We offer objective investment advice, a hassle-free business model, and no conflicts of interest. If you are interested in delegating the management of your investment assets, we might be a good fit for each other.