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Investment / Wealth Management

The PFM Investment Solution

Paladini Financial Management believes in transparent, independent, fee-only advice and this is consistent in their investment solution as well. PFM utilizes a internationally recognized third-party custodian that provides monthly statements to investors and a “Best in Class” portfolio management software to provide performance reporting.

The investment recommendations of PFM leverage the knowledge, experience and expertise of Rogerscasey, an independent investment research firm, to find managers that employ consistent yet creative techniques to achieve investment returns.

After employing the expertise of these specialized consultants, PFM then works with you directly to construct a diversified portfolio that implements the risk and return requirements for your financial plan. PFM will monitor and rebalance this portfolio in accordance with your specific tax and liquidity needs all while considering the macroeconomic environment and how it may change your financial plan.

About Rogerscasey

Innovators since 1968, Rogerscasey is a diverse, global investment solutions firm providing a full array of independent services and solutions to investors, including corporate and public retirement plans, endowments, foundations, financial intermediaries, healthcare systems, not-for-profit organizations, high net worth individuals and Taft-Hartley plans. What sets the company apart is its broad experience and intense dedication to fundamental investment research that delivers bottom line results for clients.

Throughout its history, Rogerscasey has made major contributions to all areas of investment consulting. The firm’s growth over the years has provided its clients with innovations that include, among other things, the first performance measurement universes by plan type, ground-breaking asset allocation research and the introduction of active risk budgeting techniques. The company’s proprietary tools – such as MR2 and QSUMTM – have contributed significantly to its goals of creating a systematic, consistent manager evaluation and monitoring process, and defining “best practices” in the industry.

Rogerscasey consistently demonstrates its role as a thought leader in the investment management business through continuous education programs aimed at providing clients with access to cutting-edge investment thinking. It is this thinking and application of solutions that perpetuates the firm’s history of innovation, and many of the breakthroughs pioneered by Rogerscasey are now cornerstones in the practice of investment planning and management.

Rogerscasey employs 21 dedicated research professionals and has 40 years of capital market experience to narrow down the universe of investment managers to a list of only the most qualified individuals. Their research is forward looking and fundamental /quantitative, not based on past performance history alone.

Click here to read comments from Rogerscasey on their review of Madoff “Feeder Funds” dating back to 2002.

For greater detail on how our investment and wealth management services can help you, we invite you to call us today!