How We Serve
Fees
Investors need to know what they are paying, both to advisors and to the funds that an advisor may select for clients.
This is an industry clouded with gray areas and opacity. Fees are a critical input to your expected outcomes, and we make ours transparent and fair to both your family and our firm.
To serve dynamic needs of clients, our firm offers both a traditional asset-based fee schedule, as well as the ability to serve you for a negotiated flat fee each year.
We have extensive experience in designing strategies focused on addressing sustainability issues, such as climate change. There are multiple philosophies around the best way to accomplish this, and we proactively share these various ideas with clients to determine if there are belief systems you hold that we can express through your investment choices.
We have similarly designed portfolio strategies focused on overweighting companies and countries that are friendly to the LGBTQ+ community, and reducing or eliminating exposure to those that are not.
There is no perfect answer, and it's important to discuss with us what social preferences you may want to express in your investments, if any at all. Our job is to deliver reliable investment outcomes while honoring your preferences.
PTFP will not design portfolios that are anti-LGBTQ+, anti-woman, racist, or xenophobic.
In accomplishing these goals on behalf of clients, PTFP has engaged directly with companies like Dimensional, Avantis, Engine #1, and Freedom Funds. Our extensive network within the industry has supported our ability to design around client's unique social and sustainability preferences.
We would be excited to discuss this opportunity with your family.