Pittenger & Anderson Inc

Pittenger & Anderson, Inc. is a registered investment advisor with the SEC, established in 1995, offering investment management services and financial planning. The firm operates under a fee-only business model, providing unbiased advice and managing investment portfolios with a core and satellite structure. Clients' accounts are structured using large-cap stocks and passive funds for the core, and more esoteric assets for the satellite holdings. The firm offers various advisory services, including individual portfolio management, mutual fund and ETF portfolio management, and managing qualified plans. Clients can expect a transparent fee structure based on assets under management, with tiered fee schedules. The firm's investment philosophy prioritizes client goals and risk tolerance, focusing on managing for client results first and performance second. Pittenger & Anderson, Inc. acts as a fiduciary, obligated to act in clients' best interests at all times. The firm does not charge performance-based fees, offers no side-by-side management, and has no disciplinary events to disclose. Clients' assets are held at Charles Schwab, with whom the firm has a custodial relationship. Pittenger & Anderson, Inc. provides regular performance reviews, financial planning services, and upholds a strict Code of Ethics to ensure client interests are paramount. The firm's privacy policy emphasizes safeguarding client information and maintaining confidentiality.