Active Investment Process

At PMWMG, we believe that every client has a unique financial situation and therefore deserves a specifically designed solution. To accomplish this, we incorporate a highly effective approach to portfolio management with our Active Investment Process. Rather than following the buy & hold model typically used by most investment advisory firms, the PMWMG Active Investment Process incorporates an equal emphasis on both the buy and sell-side disciplines.

Potential securities are reviewed during the firm’s portfolio construction meetings using a fundamental selection process. Once the underlying securities have been identified, PMWMG employs both fundamental and technical disciplines which enable the partners to implement unemotional, fact-based tactical decisions. Ultimately, the PMWMG Active Investment Process allows the firm’s clients to benefit from all types of market conditions, capturing returns in positive markets and minimizing losses in negative markets.