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Clients hire us to manage their individual after-tax, retirement, custodial, and trust accounts. Our Investment Committee reviews client accounts quarterly (accounts below $100,000 are reviewed twice a year), with additional portfolio reviews dictated by contributions/withdrawals to the account, unusual market conditions, and tax planning opportunities
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Pittenger & Anderson assists clients in working with their other professional advisors, including accountants for tax planning and attorneys for estate planning. In addition, we offer our clients unbiased financial advice regarding the selection of a corporate or individual trustee, financing a vacation home, and in the area of philanthropic gifting |
We manage wealth via five portfolio management disciplines, with all accounts 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 takes discretion on all client accounts
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We encourage all our clients to have a comprehensive financial plan that ties together their financial and life goals. Clients of Pittenger & Anderson have access to three CERTIFIED FINANCIAL PLANNER™ practitioners, as well as two more studying for the CFP®
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| Our business model offers a fully transparent fee structure, objective investment advice, no conflicts of interest, and full disclosure. As a fiduciary, we are legally obligated to act in our clients best interests. Additionally, P&A seeks to reduce expenses to our clients whenever possible. Let us be your financial advocate. |
Clients are delivered quarterly reports by P&A (semiannual reports for accounts less than $100,000), including benchmarked performance. Charles Schwab is our preferred custodian. Through Schwab, clients receive convenient 24-hour online account access, monthly statements, and access to a variety of institutional-only money managers. |
At Pittenger & Anderson, our investment advice is not tied to the sale of a product, nor is it a one-size-fits-all or cookie-cutter solution to your needs. We do not sell investment products, nor do we earn commissions or any other compensation.
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