Consultant

Getting started with PFT Asset Investment Management

5 Simple Steps

SPEAK WITH A DEDICATED PERSONAL PFT REPRESENTATIVE
Start with a simple, no pressure conversation about your financial objectives—what you want to accomplish with your investments, and what type of relationship you want to build with a financial advisor.
In this initial stage, we are just here to listen and to answer your questions, not to pressure you into making a decision right away.
Request materials from us and learn more.
EVALUATE YOUR FINANCIAL OBJECTIVES
If you’re interested in seeing what PFT Asset Investment Management would recommend, the next step is to evaluate your financial situation and your objectives.
A detailed discussion will look at:
- Your Objectives: Growth? Capital Preservation? Growth and Income?
- Your Current Financial Situation
  - Assets and Liabilities
  - Investments and Current Asset Allocation
  - Income Needs and Cash Flow Situation
  - Tax Considerations
  - Estate Planning Goals
Everyone’s financial situation is different, and your investment objectives and risk tolerance are uniquely your own, it’s about said reasons.
STRATEGY
In PFT, we utilize diversified asset allocation designed to reflect all individual investment needs.
ASSET MANAGEMENT PORTFOLIOS
We implement our customized portfolio using a variety of products and strategies, covering a wide spectrum of asset classes and styles, giving a broad diversification.
Many of our strategies use the power of our proven proprietary ranking models.
PORTFOLIOS REVIEW
Your personal PFT Representative will review the portfolio with you on a regular basis, will be there to answer your financial or market-related questions, and will provide you with performance reviews as frequently as you need.