Pps & V Asset Management Consultants Inc

PPS&V Asset Management Consultants, Inc. is a Registered Investment Adviser established in 1991, located in Michigan. The firm offers personalized investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Their investment philosophy is based on market efficiency over the long term, utilizing asset allocation strategies to create diversified portfolios. PPS&V provides discretionary investment management services, working closely with clients to identify goals, risk tolerance, and construct portfolios with various asset classes. The firm charges investment advisory fees ranging from 0.50% to 1.0% of total assets under management. Clients are required to sign an Investment Advisory Agreement, and fees are paid quarterly in advance based on total assets. PPS&V does not participate in wrap fee programs and does not charge performance-based fees. The firm's investment strategies include fundamental and technical analysis, mutual funds/ETFs, asset allocation models, active vs. passive strategies, buy and hold, indexing, and dividend growth investing. PPS&V recommends clients establish brokerage accounts with Charles Schwab & Co. for custody and trading services. The firm does not vote proxies on behalf of clients and does not accept or maintain custody of client assets. PPS&V has no disciplinary actions, financial industry affiliations, or financial conditions that could impair its ability to meet obligations.