Portfolio Management

The main objective of an Registered Investment Advisor is to compose, construct, monitor and re-balance a client's portfolio.  The process consists of determining a client's goals and risk tolerances and designing a portfolio of asset classes to help meet that goal.  PDM Advisors constructs portfolios with index mutual funds and exchange traded funds (ETFs) covering as much of the investment universe as possible.  This usually includes international stock, US stock, emerging market stock, commodities, real estate, and bonds.  Broad diversification and the use of index products is also an important component in managing risk.