Pebble Management Group, LLC

At PMG, we focus on what best serves our clients. Our advisors work with each client as a partner to customize an investment strategy to suit the individual situation and goals. Our approach to portfolio management stems from our understanding of how volatility and market activity affect asset growth. It is our belief that appropriate investment strategies must function in both declining and advancing markets to be successful.

Volatility is the key factor in asset growth over the long term. Losses in a portfolio disproportionately affect returns compared to gains over the long term. A portfolio that declines 20% in one year must appreciate 25% in the next to break even. Lowering overall portfolio volatility, particularly in declining markets, preserves more of your assets to compound in advancing markets. That is why our portfolio managers are constantly searching the entire investment universe for the best investments in the traditional and alternative markets. By creating the proper mix of correlated and non-correlated investments, our managers seek to provide the highest return possible for the level of risk assumed. It is our belief that managing volatility provides better long-term performance and higher cumulative returns.

We work with our clients to develop a comprehensive, customized wealth management strategy on a no commission, fee-only basis. Free yourself from that little voice in your head when your current broker calls that says, "He just wants to sell me something and make a commission." Clients have the right to expect an advisor that understands their job is to manage assets, not the amount of commissions. At PMG, we don't make commissions. Our fiduciary duty is to do what is best for the client, period. We uphold our fiduciary duty by creating a customized strategy for each client and selecting the most appropriate investment choices.

We offer wealth management services for all types of clients including individuals, trusts, foundations, retirement accounts, 401(k) plans, pension plans and more. Investment and wealth management services are available through our in-house advisors, CPAs or third party investment advisors. For more information on becoming a client of PMG, email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it . Click here for PMG's current ADV part 2A.

If you are a CPA or RIA and would like more information on working with PMG, please contact us at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it .