Preferred Asset Management (PAM) is a fee-based asset management account that provides access to professional management of your retirement dollars with features demanded by high net worth investors, at a cost that makes sense. Utilizing an advisory fee allows the elimination of sales commissions, surrender penalties and mutual fund sales-loads, providing flexibility at all times.

More than simply an investment, advised portfolios are an integrated investment system and services. This includes a personal investment policy statement, complex risk management techniques utilizing modern portfolio theory (MPT), monitoring and portfolio re-balancing, extensive performance reporting with on-line access and account integration into your overall financial plan.