Retirement Planning is complicated. Let us simplify it for you. Enjoy the comfortable retirement you deserve.
Your investment objectives, constraints and preferences are identified and specified.
Your strategies are developed and implemented through a combination of financial assets.
Capital market conditions and your circumstances are monitored.
We make portfolio adjustments as appropriate to reflect significant changes to any or all relevant variables.
PTF Investment Advisors is a registered investment advisory firm committed to managing the assets of individuals and families. We focus on our clients’ needs and strive to tailor our services to meet their individual circumstances and goals.
As Investment advisors we engage in two types of portfolio management; discretionary or non-discretionary.
On a non-discretionary basis, we provide periodic recommendations to you and if approved and authorized, we will ensure that they are carried out.
In making recommendations to you, we consider your circumstances, preferences and objectives.
Portfolios can consist of individual stocks and bonds, options, ETF’s, mutual funds, cash and other securities, or other investment vehicles deemed appropriate. The investment programs identify your investment needs and goals and we determine the appropriate mix of investments to attain that goal.
In the end, our goal is your financial security.
Pursuant to California Code of Regulation, CCR Section 260.238 (j), PTF Investment Advisors, Inc. hereby discloses that clients may receive the same or comparable services from other financial advisers at a lower fee.
All material conflicts of interest under California Code of Regulations, CCR Section 260.238 (k) are disclosed regarding PTF Investment Advisors, Inc., its representatives, or any of its employees, which could be reasonable expected to impair the rendering of unbiased and objective advice.
Clients are under no obligation to act upon PTF Investment Advisors, Inc.’s recommendations. If a client elects to act on our recommendations, the client is under no obligation to effect the transaction through us.
While we do not participate in any wrap fee programs, we may refer suitable clients to a third party advisory service that may offer a wrap fee program.