PERSONAL ASSET MANAGEMENT

Overview

Personal Asset Management is a small, independent registered investment adviser that runs client-focused portfolios with a clear tilt toward exchange-traded equities and ETFs. The firm provides financial planning and discretionary portfolio management for individuals, families and small businesses, and it also offers portfolio management services to some business or institutional clients. Its business model mixes percentage-of-assets fees with the ability to charge hourly or fixed fees, which supports both ongoing advisory relationships and one-off planning engagements. Investment activity centers on liquid equity exposures as the primary building block, supplemented by third-party pooled strategies where appropriate. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant advisor. Ownership is an individual proprietor structure, and the client base is focused on private individuals and families rather than high-capital institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices