PDM Advisors (PDM) is a sole proprietor owned by Peter Maynard, MBA. PDM is also a Registered Investment Advisor (RIA) doing business in Alabama and New York and may work with a limited number of clients in most other States. An RIA, by regulation, must act in the "best interests" of it's client in all aspects of the financial relationship. This is more strict than the regulatory threshold of stockbrokers and other "advisors" who must only meet a "suitability" requirement. In plain English, this means that the brokerage house and its employees may not always act in the best interest of the client. I leave it to you, the reader, to decide which type of investment professional you would like managing your money. The only form of compensation PDM receives is an annual percentage of the assets under management.....no commissions or other forms of compensation from transactions are accepted. This percent of assets managed means both the advisor and the client benefit from a common purpose......to increase the client's portfolio.
PDM Advisors is located at 821 Hickory Street, Birmingham, AL 35206 and the phone number is 205-515-5017. If you are in AL or NY, please call, or e mail me at pdmadvisors@gmail.com, to arrange a low key conversation to see if the services of an RIA are right for you. Inquiries from residents of other States are welcome as permitted by law. I do not believe in pushy sales talk. If you think you would benefit from having me on your side, that's great. If not, then I might have made a friend who would recommend me to someone else.
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Posted by: Aaron Smith | April 20, 2009 at 01:10 PM