PDM Investment Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,000,000
Total clients
30
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$1,100,000
About
PDM Investment Services advises individual investors, including some high-net-worth households, and offers portfolio analysis, design and discretionary portfolio management alongside financial planning, rollover IRA support and administrative services. The firm’s portfolios are constructed from no-load mutual funds, ETFs and individual stocks, and it provides periodic account reviews, tax-loss harvesting and retirement income planning.
The firm implements a blend of strategic adaptive asset allocation and tactical equity allocation across several model portfolios, selecting active and passive funds and individual stocks to match client risk profiles. It operates proprietary mutual fund and stock rating models (drawing on Morningstar metrics, valuation, technical and relative-strength factors) and maintains a long-term market indicator used to time large cash flows and sector rotation; the advisor also avoids leverage and other high-risk techniques and invests personal capital in the strategies.
Noteworthy for a firm of its size, PDM publishes a monthly Focused Growth Investor newsletter that informs its portfolio decisions and is distributed to clients and subscribers, and it documents formal security/fund ratings and market-timing guidance that are uncommon among independent peers. The firm manages roughly $33 million for about 30 clients across multiple portfolios on a discretionary basis, is not accepting new clients, and handles trading, reporting and compliance directly with custodial safeguards and described cybersecurity practices.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Market timing
Security ratings or pricing
Expertise
Retirement income strategy
Social Security optimization
Tax-loss harvesting
Active portfolio management
Income planning
Fee options
$300,000 - $500,000: 0.9% $500,000 - $1,000,000: 0.8% $1,000,000 - $1,300,000: 0.7% $1,300,000 - $2,000,000: 0.6% $2,000,000+: 0.5%
Account minimum: $300,000 Fee-only: Financial planning free to portfolio management customers; Focused Growth Investor Newsletter free to subscription clients starting in 2025 and portfolio management clients
Main office location
PDM Investment Services, LLC
Lake Orion MI, United States
Number of offices
1
Most active in
PDM Investment Services, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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