PPS & V ASSET MANAGEMENT CONSULTANTS INC

Overview

PPS & V Asset Management Consultants Inc is a boutique advisory firm that concentrates on portfolio management for individual and small-business clients. The firm runs a fee model based on a percentage of assets under management and favors equity-centered allocations delivered largely through exchange-traded instruments. Its filings show a core emphasis on broad-market ETF exposure—its largest single position is the iShares Core S&P 500 ETF—complemented by select individual-stock holdings and exposures intended to add income and diversification. The adviser does not identify as an active ESG investor and positions itself as an owner-operated, client-focused manager rather than a capital allocator or pension consultant. Investment practice appears to follow a core-satellite approach: broad, low-cost ETF cores for market coverage and liquid equity access, supplemented by mutual funds, annuity solutions where appropriate, and targeted alternative exposure to real estate/REIT strategies. The firm offers both discretionary and non-discretionary portfolio management, with discretionary mandates representing the bulk of client assets.

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