How We Are Different



HOW WE ARE DIFFERENT

For over 8 years, Pieroth has worked in our clients' best interests by thinking and acting independently rather than following outdated industry practices. Our approach and total commitment to serving our clients and our investing experience make us unique in our industry today. That's why Pieroth currently manages over a $1 billion for investors worldwide and helps over 5,000 clients meet their financial goals.


Simply Different Money Management

Transparency
You deserve to know what we're doing with your money. That's why we're transparent about the investing decisions we make for your portfolio from our Pieroth sectors. We proactively discuss current events and openly share our forecast with you through your Investment Counselor. Whether you're someone who wants to dig in to the details of your portfolio or you want to be more hands-off, we provide a variety of resources to get you the information you need, when you need it all to make sure you're comfortable with our investing approach.


Advice That Is Always in Your Best Interest
As a fiduciary, we always put your interests first and we've designed our entire firm to keep it this way. Unlike some money managers, we have no incentives to sell you commission-based financial products. Our simple fee structure aligns your interests with our firms’ goals. When you do better we do better.


A Portfolio Tailored to Your Needs
We respect how hard you worked to build your nest egg, and before we recommend anything, we get to know you. We ask questions about your goals and needs, your expenses, your health, your family commitments and more-to better understand what you need your money to accomplish. This enables us to recommend a personalized portfolio designed to meet your needs and to help you enjoy a great retirement after your working days.


Disciplined and Active Portfolio Management
We're more than just stock pickers. We believe active portfolio management centered on your short-term and long-term goals is the best way to discover opportunities and achieve outstanding results. Our Investment Policy Committee, supported by a large in-house research staff, analyzes global investing opportunities-narrowing down from country and sector to find securities they think will do well moving forward. This disciplined approach allows us to interpret information differently and find global investing opportunities other money managers may overlook.


Communication and Counsel to Help You Stay on Track
You will receive a personal point of contact your Investment Counselor-committed to understanding you on a personal level and keeping your financial plan on track. Your Investment Counselor will be there for you, whether you want to know how your portfolio is doing and why, or whether you want guidance when the ups and downs of the stock market rattle your nerves. Your Investment Counselor will keep in touch in all market conditions and won't be afraid to give you an occasional dose of tough love to help you stay disciplined to achieve your financial plan.


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