You live intentionally — you require thinking and ideas based on expertise and experience.

LEGACY

You won; now it’s yours to lose.

Mortality is still hovering right around 100%, so now that you have won, it’s yours to lose. The negative math of losing what you built now outweighs the benefit of future gains. You may have accepted the definition of success from Wall Street all these years but are now driven to personalize your definition of success — and the Wall Street Kool-Aid only offers a scalable solution for them, not you. It may be time to leverage your family’s financial capital to enhance the other forms of capital your family has — specifically your family’s social capital, intellectual capital, and human capital.

We do this by building a team of people, to design a strategy, around your execution, and reporting your results and progress toward your goal. You require thinking and ideas based on expertise and experience.

Context of the Market
Dynamic asset-level investing
Standard
Rank market field position and leadership
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Systematic ways to play offense and defense
Cash bogey test
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Money market percentile rank
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SPX vs. money market
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Asset scoring — stocks/funds
Trend analysis
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Peer-relative strength
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Market-relative strength
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What the industry provides vs. what investors want
People and Strategy
Get a risk profile
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Define your risk vs. reward thresholds
Get a plan
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Measure your lifestyle expectation vs. market results
Get a framework strategy
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Company stock-asset score
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401(k) holding matrix asset score
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Financial planning
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Risk allocation statement
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Company stock monetization strategy
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One-page plan
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Life insurance strategy
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Property and casualty insurance strategy
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Tax strategy
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Legal strategy
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Liquidity strategy
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Lending strategy
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Get a goal — define success
Define your key performance indicators (KPIs)
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Get a dashboard
Report and track progress to goal regularly
Executive Dashboard
Report and track successes and failures, including what was learned
Executive Dashboard
This is a journey, not a destination … do it again.
Execution and Results
Executive benefit analysis
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Company stock analysis daily — alert if status change
Company stock-asset scoring
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Restricted stock units (RSU)
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Incentive stock options (NQSO and QSO)
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Executive retirement plan
401(k) plan holdings stack ranked monthly
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Executive deferred compensation
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Asset management and reporting
Technical “stress test” of current holdings
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DIY advisory account
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PFO tactical “TILT” asset management
Asset Mgmt Fee
PFO balanced asset management
Asset Mgmt Fee
PFO sector stock asset management
Asset Mgmt Fee
PFO “core” asset management
Asset Mgmt Fee
PFO ETF alchemy
Asset Mgmt Fee
Review and reporting — annual, semiannual, quarterly
Executive Dashboard (Quarterly)
Account aggregator
Standard
Bank, brokerage, mortgage, lending, credit card, etc.
Tax/legal document vault
Standard
Home office visit
Negotiated
RJ St. Petersburg, Florida, home office visit
PFO Crested Butte, Colorado, home office visit
PFO Plano, Texas, home office visit

Standard – Included under the overall fee for this service plan.

Fixed Rate – Optional and can be included for an additional fixed cost.

Asset Management Fee – Optional and can be included for an additional fee

Every investor’s situation is unique, and you should consider your investment goals, risk tolerance, and time horizon before making any investment. Investing involves risk, and you may incur a profit or loss regardless of strategy selected. 

For a complete list of fees and available services, please consult the most current Form ADV (Part 2A) and the Client Services Agreement that you may obtain from your Advisor.

CONTACT US

Learn more from a Pulliam Family Office representative.

Give us a call and we’ll take it from there.