Comprehensive guidance to support your needs

P&H Consulting Group

P&H Consulting Group is a team of investment professionals. Our group is distinguished by seven key attributes:

  1. Custom Portfolios. We excel at designing and managing portfolios that are tailored to each of our clients based on their unique needs and circumstances.
  2. Commitment to Client Satisfaction. Our group has a strong commitment to client satisfaction. We measure success by client loyalty. Many of our client relationships span more than twenty years.
  3. Clear Communication. We communicate clearly and often with our clients. We make time for every family member who needs or wants our advice. We believe face to face interactions are important, so we offer our clients many opportunities to see us and hear our thoughts through dinners and other social events.
  4. Proactive Decisions. We monitor all of our portfolios daily. This allows us to be proactive, rather than reactive when it comes to making investment decisions.
  5. Risk Adverse. When it comes to managing portfolios, we seek to preserve our clients’ assets first. We make prudent investments that are consistent with our clients objectives and risk tolerance.
  6. Client Introductions. We focus on building our business through introductions from existing clients and their families. Over the last four years over 90% of our new clients have come to us via an introduction from a satisfied existing client.
  7. Specialized Practice. We do not try to be all things to all people. Period. We excel at Custom Portfolio Management and that’s what we focus on.

We measure success by client loyalty. Many of our client relationships span more than twenty years. We do not try to be all things to all people. Period. We excel at Custom Portfolio Management and that’s what we focus on.