Pflug Koory, LLC — Contact Email, Phone & Team

Overview

Pflug Koory, LLC is an independent investment advisory firm based in Omaha, Nebraska, offering professional investment advice and counsel to individuals, businesses, foundations, and retirement plans. With over 50 years of combined experience in the investment industry, principals Tom Pflug and Marcia Koory, both CFA charter holders, provide clients with a disciplined and dedicated approach to asset management, focusing on specific investment goals and avoiding inappropriate market risk. The firm's investment approach emphasizes fundamental security research and valuation, ensuring client portfolios are structured to avoid high fees and commission-based products that hinder wealth creation. Their expertise allows clients to navigate through periods of market stress with confidence, while benefiting from a tailored investment strategy that aims to achieve their financial objectives. Pflug Koory, LLC manages approximately $312.6 million in assets across 119 accounts, serving a diverse clientele that includes high-net-worth individuals, charitable organizations, and institutional clients. The firm offers portfolio management services for individuals, small businesses, and institutional clients, with a fee structure that includes a percentage of assets under management and hourly charges. Their disciplined investment philosophy and personalized approach have established them as a trusted advisor in the Omaha community and beyond.

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Frequently asked questions about Pflug Koory, LLC

What sectors does Pflug Koory, LLC invest in?

Pflug Koory, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Nebraska, United States. Pflug Koory, LLC is listed as a private investment firm in the ConnectSafely investor database.