PVG Asset Management

Overview

PVG Asset Management is an independent, employee-owned investment firm based in Centennial, Colorado, specializing in managing portfolios for institutional and individual clients. Founded in 1987, the firm focuses on protecting capital during market downturns and providing absolute returns through a value-oriented investment philosophy. PVG employs a dynamic asset allocation process that adapts investments to current market conditions and forecasts of future earnings, utilizing inverse Exchange Traded Funds (ETFs), price targets, moving stop losses, and maintaining substantial cash balances when investment conditions are unfavorable. The firm's investment approach concentrates on protecting capital during market downturns and providing absolute returns. PVG Asset Management has successfully navigated various market cycles, including both bull and bear markets, by implementing strategies that aim to reduce long-term volatility while achieving competitive returns for clients. The firm emphasizes the importance of integrating professional teams to provide exceptional service, ensuring that tax advisors, estate planning attorneys, and insurance consultants work closely with the investment team and custodians to protect clients' assets from unusual world events or financial market shocks, as well as from creditors in a litigious society. PVG believes that the client's privacy and security of assets are of utmost importance and utilizes reputable custodians to safeguard client assets. The firm's mission is to protect clients' hard-earned assets through a comprehensive approach that includes wealth management, portfolio management, trust creation, wills and estate planning, tax minimization, tax planning and preparation, retirement preparation, maximizing income, succession planning, and concentrated stock strategies. PVG Asset Management operates offices in Centennial, Colorado, and Fort Lauderdale, Florida, and offers a range of investment strategies tailored to meet the specific needs of its clients, including loss averse investing, wealth management, portfolio management, and various other services. The firm's commitment to protecting client assets during market downturns and providing absolute returns has established it as a trusted partner for investors seeking to navigate complex financial markets. PVG Asset Management's experienced team brings a wealth of knowledge and expertise to client portfolios, ensuring that investment strategies are aligned with clients' financial goals and risk tolerance. The firm's dedication to client service and its comprehensive approach to wealth management have contributed to its reputation as a leading investment firm in the industry.

Investment Focus

• Accredited investor status required
• Investment horizon of at least 5 years
• Diversified portfolio allocation
• Alignment with PVG's investment philosophy

Portfolio Companies