WELCOME to the website for PDV Financial Management, an investment advisory firm dedicated to serving clients.  On this website, you will find how we can apply our time-tested investment principles to help you achieve your financial goals!

Our name “PDV” is an acronym for patience, discipline and value-orientation. These principles guide how we help our clients manage their assets and achieve their financial goals. We do not sell financial products or earn commissions from any of our services. We are a fee-only advisory firm whose management fee grows only if the client's assets also increase.


This website is organized in a way that allows you to select only the topics or areas (presented on the tool bar to the left) which interest you; to read short summaries of relevant information pertaining to your chosen topics by clicking the “buttons” on the tool bar; and to access more detailed discussion and data by clicking the hyperlinks on the summary pages. We encourage you to go beyond the summaries to get a better understanding as to how we think about financial matters, and what we can do to help and be of service to you.

You can get a description of our services under PDV Services and FAQ’s, and an understanding of our investment philosophy, strategy and approach under Investment Philosophy. Latest additions to the website are chronicled under What’s New. If you are interested in whether we have discussed a particular financial topic in the past, you might peruse our quarterly newsletters, archived under PDV Newsletter. You can also add your mailing information under Contact Us if you would like to be added to the mailing list for our complimentary quarterly newsletters or if you would like us to contact you about how we might be of service to you.  Our privacy policy relating to information you submit via our website is described here.  Discussion of investment topics of more general interest might be available by scanning Financial Resources that provide links to other useful financial sites. That section also lists financial literature that we recommend.

With so many firms offering financial services, you might be especially interested in what sets PDV apart from other investment advisory firms. Please be sure to find out how our investment approach, incentive system and thought process differ from the vast majority of other investment advisors by clicking on What Sets PDV Apart. We understand and are sensitive to the fact that choosing an investment advisor to whom you entrust your hard-earned assets is a highly important decision that can cause a certain amount of angst. We try to give you comfort by providing a roadmap of what you can expect from an investment advisory relationship with PDV in What to Expect.

Any financial advisory arrangement begins with the development of a blueprint of investment parameters; these are established by completion of a Financial Questionnaire that is available under Client Forms. For prospective clients, if you are dissatisfied with your financial progress, you might peruse the section titled Keys to Success. If you have any questions or comments, we would love to hear from you via the comment/question section of Contact Us. You can also use that section to get in touch with us if you are interested in exploring an investment advisory arrangement with PDV.

Thank you very much for visiting PDV Financial Management’s website and please come back often!



 

 

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Copyright © 2003-2018 PDV Financial Management.  All rights reserved.  By accessing PDV’s website, you agree to all of the following.  All material contained herein is copyright protected and may not be reproduced in any manner without PDV’s written permission; it is also subject to change without notice.  This website is intended to be a source of general financial information, and discussion of specific securities are not (and shall not be relied upon as) recommendations or specific investment advice for any visitor to this website to buy or sell such securities, nor should anything on this website be construed as PDV’s solicitation or offer to effect transactions in securities, or rendering of personalized financial advice.  Visitors to this website should consult qualified financial advisors regarding their particular situations prior to taking any specific action. This website is intended solely as an alternative informational method for prospective clients who are U.S. residents to learn more about PDV and thereafter to contact us; it is not intended for or directed at any persons residing in jurisdictions in which PDV does not have the required licenses to conduct business.  The contents of this website have been compiled from data and sources believed to be reliable, but PDV does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any such information, whether linked to PDV’s website or incorporated herein.  When you choose to click on links appearing on this website, you may leave our website and be transferred to other websites. PDV does not make any representations or warranties as to the accuracy, timeliness,  suitability, completeness or relevance of the content on these other websites.   Any such links to other sites are only for convenience and informational purposes.   You should also note that PDV (and its employees and associated individuals) may, at times, have positions in securities and investments discussed on this website, and may make additional purchases or sales.   A copy of PDV’s written disclosure statement discussing its business operations, services and fees are available upon request.  If there is any material on this website that is confidential and password-protected, access to these areas is restricted to authorized users only.   The user is responsible for maintaining the confidentiality of the password.

2018 PDV Financial Management. All rights reserved.