Capturing Market Returns in Actively Managed Investments
Managing Director of Wealth Management
As Director of PBMares Wealth Management, Rob takes a comprehensive approach to helping clients plan for their financial futures, drawing on an extensive and varied professional background to deliver robust, well-formed strategies that ensure clients achieve their financial goals.
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September 10, 2019
Managing a concentrated stock position involves more than just knowing a little about stocks and trying to predict the market. Concentrated stock can be accumulated in many ways and can bring with it risk hurtful to your portfolio, and to your pride. Having a plan in place customized to your unique stock concentration issues can help achieve your financial goals.
June 6, 2018
Nonprofit organizations have a fiduciary role in managing investments that are the result of donor gifts. For those with endowment funds, there are laws and regulations outlining fiduciary responsibilities with respect to those funds and how the funds are invested and allocated for expenditure. Large nonprofit organizations with significant investments have the resources to engage large institutional investment managers to assist in managing their investment portfolios.