The Penn Valente Group has decades of experience in navigating clients through various market cycles since the early 1980s. We have the experience our clients need to help them make the right decisions when it matters most. We invest our time in building strong relationships with our clients. This leads to better outcomes for our clients.
Investing for the "long run” is the right advice, but it ignores basic human nature. The fear and greed cycle leads investors to buy high and sell low.
We help our clients become informed investors by maintaining the highest standard of care with consistent communication regardless of the market's direction.
We act as the voice of reason with realistic expectations for how markets actually behave. Over shorter periods, market returns have a very wide range of results. Over longer time periods, outcomes tend to center around long-term averages. History matters.
We don’t panic during times of market stress. Big drawdowns in the stock market have been a common occurrence and we understand that’s typically when our clients need us most and the manifestation of our work together will likely be most evident.
We prefer preparation over panic and understand that though diversification is key, it is also hard. Why? Because true diversification means holding underperforming assets. If everything is “working,” it means your portfolio is not actually diversified. With the knowledge of behavioral biases such as loss aversion, we understand that losses are more painful than gains are pleasing. The math behind diversification makes sense, but its psychology can be troubling.
Experience. It makes all the difference. And that’s peace of mind for our clients when it matters most.
Toll Free: 888-792-9391
Brian has a Bachelor of Science from the University of Maryland and an MBA in Finance from the University of Maryland. He started in the business in 1983, working for Merrill Lynch on Wall Street, then moved to Shearson Lehman Brothers, Signet Bank and then Legg Mason in 1994. In 2006 Legg Mason sold its Private Wealth Management unit to Smith Barney. In 2009 Brian and his team left Smith Barney to open the first Baird office in Maryland.
Brian holds the FINRA Series 7, 63, and 65 as well as health/life licenses for multiple states and holds the following designations: CRPS®, RPC® and QPFC.
Toll Free: 800-443-1617
Antonio has a Bachelor of Science from the University of South Carolina in Columbia, South Carolina. He started in the business in 1998, working for Merrill Lynch in Denver, Colorado. In August of 2000, he then moved to Fidelity Investments in Dallas, Texas covering the northeast territory including Boston, New York and Washington DC. In 2016, Antonio joined Baird and works with clients throughout the country.
Antonio holds the FINRA Series 7, 26, 63, and 65 as well as health/life licenses for multiple states and holds the QPFC designation as a member of the National Association of Plan Advisors (NAPA), which is the sister organization of the American Society of Pension Professionals & Actuaries (ASPPA).