competitive-edge-picozeman

Competitive Edge

What sets Pico Zeman apart from other financial planners?

· The firm's total commitment to Comprehensive Financial Planning which is the foundation of all client relationships. We distinguish ourselves from others who may call themselves financial planners but who focus on product sales and produce a boilerplate financial plan around it solely as a marketing tool.

· State-of-the-art proprietary software for plan writing that is totally comprehensive in scope and flexible for the user as well as the client. The completed plan provides a complete blueprint of where you are now, where you want to be in the future, and, most importantly, how to get there.

· Development of professionally managed investment portfolios using a state-of-the-art program of Asset Allocation using the concepts of the Nobel-Prize-Winning Modern Portfolio Theory of Asset Allocation to minimize risk and maximize potential returns.

· Comprehensive customized reporting of investment performance monitoring, tax planning, account rebalancing, and investor information. We have our own "back office" to enter all transactions and produce totally customized reporting on all aspects of your financial picture.

Home I Declaration I Site map