Investment Management

Pettinga Financial Advisors - Investment Management

We don’t believe in single solutions to meet the needs of hundreds of advisors. Instead, we’ve developed the Pettinga Model Portfolios, a series of investment allocation strategies built around your specific objectives.

How we manage your investments

  • EVALUATE RISK TOLERANCE

    Discussing the balance between preservation and growth of your investments

  • DETERMINE ASSET ALLOCATION

    Dividing your investments among asset classes to meet your risk tolerance

  • PERSONALIZE PORTFOLIO

    Selecting the exact securities to include in your portfolio and implementing trades

  • ONGOING ANALYSIS

    Monitoring your investments by evaluating economic and market conditions

Your Pettinga advisor will create a strategy with the ideal combination of investment allocations to provide the performance you need while maintaining your peace of mind.

Let's Get There Together

Start by scheduling a no-obligation conversation.

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