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Our Portfolios

The portfolio managers of Pebble Management Group have over fifteen years industry experience in selecting investments. Our approach stems from an understanding of how volatility and market activity affect growth. We believe that appropriate investment strategies must function in both advancing and declining markets to be successful.

At Pebble Management Group, we find value in our independence. We operate without many of the inherent conflicts of interest of large firms. Large firms are often compensated by fund companies and other issuers to be included on their offerings platform or gain direct access to the registered representatives and advisers. The advisers are encouraged to sell proprietary funds or other investment products that benefit the parent company but may or may not be the best choice for the clients. There is no investment banking divisions or other departments that would potentially cause a conflict. We choose from the entire investment universe to choose the most appropriate investments without being pushed or encouraged to use potentially inferior products. Our single focus is choosing the right investments for our clients.

Creating a Custom Portfolio

The traditional approach to goal setting for a client consists of discussing an investor's risk tolerance and financial objectives. The adviser then places the client in one of several predetermined investment models used by the representatives. Although that approach may suit some investors, we believe the portfolio should be more customized to suit the individual client. To help our clients achieve their individual goal, our advisers work with each client to select and create a custom portfolio to help the client move from Point A to Point B.

People talk about the market as if it is a single uniform investment, but it actually is made up of various industries, companies, and asset classes. Each performs very differently. Some will rise in the same year that others fall. We invest in industries, companies, and asset classes identified through our value-based approach. The portfolios are made to adjust over time with changing markets to help our clients reach Point B faster.

 
 
 

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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