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Welcome to Pebble Management Group
At PMG, we focus on what best serves our clients. Our advisers work with each client as a partner to customize an investment strategy to suit the individual situation and goals. Our approach to portfolio management stems from our understanding of how volatility and market activity affect asset growth. It is our belief that appropriate investment strategies must function in both declining and advancing markets to be successful.

Volatility is the key factor in asset growth over the long term. Losses in a portfolio disproportionately affect returns compared to gains over the long term. A portfolio that declines 20% in one year must appreciate 25% in the next year to break even. Lowering overall portfolio volatility, particularly in declining markets, preserves more of your assets to compound in advancing markets. That is why our portfolio managers are constantly searching the entire investment universe for the best investments in traditional and alternative markets. By creating the proper mix of correlated and non-correlated investments, our managers seek to provide the highest return possible for the level of risk assumed. It is our belief that managing volatility provides better long-term performance and higher cumulative returns.

We work with our clients to develop a comprehensive, customized wealth management strategy on a no commission, fee-only basis. Free yourself from that voice in your head when your current broker calls that says, "He just wants to sell me something and make a commission." Clients have the right to expect that an adviser understands that their job is to manage assets, not to make commissions. At PMG, we don't make commissions. Our fiduciary duty is to do what is best for the client, period. We uphold our fiduciary duty by creating a customized strategy for each client and selecting the most appropriate investment choices.

We offer wealth management services for all types of clients including individuals, trusts, foundations, retirement accounts, 401(k) plans, pension plans and more. For more information on becoming a client of PMG, email us at info@pebblemg.com.

If you are a CPA or RIA and would like more information on working with PMG, please contact us at  info@pebblemg.com.
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Pebble Management Group, LLC is a Registered Investment Adviser. Information presented in this publication is not intended to be specific investment advice. Investors should consult a qualified financial adviser before making investments specific to their needs and situation. The information in this website constitutes neither an offer to sell nor a solicitation to invest. Such offer or solicitation will be made only in those jurisdictions where permitted by law.

To the extent that this material concerns tax or legal matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax and/or legal professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of LA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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