PLJ
Advisors is a financial advisory firm built from the ground up to
provide you with custom solutions to your financial needs. Our intelligent
approach has earned us an outstanding reputation and strong client
trust.For years, our firm has been delivering superior investment
advice to businesses and individuals .Whether in the form of receiving
a reality check on an investment portfolio, a suggestion for retirement
plan alternatives, or support with a wide range of financial services
and solutions,our clients continue to benefit from the commitment
and vision of our entire professional team.
Our clients
are a diverse group - individuals, business owners
and corporate executives, trusts, retirement plans
and businesses. Their common reason for choosing
PLJ Advisors is their strong desire to develop and
maintain a long-term, productive relationship with
a caring and objective advice.
Uncommon Financial Thinking:
In today's fast-changing financial markets, you
need more than cookie-cutter solutions to move toward
your goal. PLJ's experts continually go beyond conventional
wisdom to add value to our client's portfolios.
We take into account exposure to market risk along
with your own unique personal needs in order to
recommend diversification strategies, and the best
possible fit for your investment needs; we actually
take the time to understand your investment objectives
and unique financial situation. |
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PLJ services
are complimented by the tools the firm maintains,
in order to provide clients with the best in terms
of service, advice and solutions.
Using these resources allows the firm to be versed
in the complexities of today's investment markets,
Asset Management, Financial Planning methods and
business solutions, they also allow PLJ to be armed
with the latest research and information technology,
in order to provide the superior investment advice
that today's sophisticated investor demands.
PLJ is dedicated to decisive action, long-term thinking
and careful planning of your personally tailored
portfolio and your business financial needs. |
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All brokerage
accounts are held and maintained at our custodian
TD Ameritrade Institutional. TD Ameritrade, accounts
offer all the services you expect from a brokerage
account, including interest on credit balances.
TD Ameritrade Investors Money Management Account
includes check writing and VISA™ options as
well as a year-end summary that can make tax preparation
easier. All accounts receive a single, concise,
consolidated statement that shows activity, earnings
and investment portfolio all in an easy-to-read
format. In addition, our clients can view their
accounts via the internet to stay informed even
with a busy schedule. |
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All
brokerage accounts are held at TD Amertrade. TD
Ameritrade is a member of the securities Investor
Protection Corporation (SIPC), Securities in your
account protected up to $500,000. For details,
please see www.sipc.org
TD Ameritrade also has up to an aggregate of $250
million of additional securities protection, of
which $900,000 may be applied to cash, is provided
by London insurers, also limited to a combined
return to any client from a Trustee, SIPC and
London of $150 million. This coverage provides
you protection against brokerage insolvency and
does not protect against loss in market value
of the securities
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much more than generic solutions. We Assist clients
who are interested in custom plans and in securing
a long-term approach to their investments. Once
you talk to us, you will find out why we are sought
after to manage assets of individuals and corporations
alike. |
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For more information
about us call: 1-888-755-2525 or contact us
here |
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about
us
