Our Practice

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Our Main Goal

The PM Group's practice has one main goal: to preserve and enhance capital in light of each investor's needs and circumstances. They strive to do this by formulating and executing customized investment plans working with their client's total assets in order to help meet their long-term goals. They are respectful and conscious of each client's risk tolerance and time parameters.

An Investment Plan Customized For You

An appropriate allocation of financial assets should be diversified and structured to suit each client’s particular situation. With this design, The PM Group expects time and compounding to produce their intended results, not timing or outguessing the market. Success is measured by the achievement of goals and objectives.

Open Communication

Starting with the initial investment strategy meeting, Mike and Ed work closely with each client…and with the client’s legal and tax advisors as appropriate. They strongly believe open communication is critical to the success of any investment program. Each client is invited to participate fully in setting objectives, implementing specific investment plans, and monitoring performance.

Serving Families in SW Florida and Across the U.S.A.

While many of their clients are full or part time residents of Southwest Florida, many others live outside of the area and find that distance is not a problem…The PM Group serves clients throughout the country.

Our local service area includes (but is not limited to):
       Naples, FL
       Bonita Springs, FL
       Estero, FL
       Ave Maria, FL
       Fort Myers, FL
       Fort Myers Beach, FL
       Marco Island, FL

   

BAIRD HIGHLIGHTS