Investment Management

Welcome to PSS Investment Management, the proactive approach to wealth management you deserve. We work with customers to achieve investment goals and financial well-being and bring an innovative approach to traditional asset management activities.

A dedicated team

collaborates with you to help you achieve your financial goals—now and as they evolve in the future.

Your unique needs

your team creates, monitors, and adjusts a strategy that’s tailored for you. You stay informed, and you always stay in control.

PSS Asset Management

As one of the world’s leading asset managers, our mission is to help you achieve your investment goals.

Our Customers at the Center

Helping our customers achieve their goals is our first priority.

Meeting Our Customers’ Needs

To best serve our customers’ needs, we have built our business to be global, broad and deep.

Culture of Excellence

We foster a culture of excellence as investors, partners and risk managers.

Private Wealth Management

We help high-net-worth individuals and families along with select foundations and endowments

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our customers to the broader network and resources of PSS.

Our Approach

A relationship with PSS Private Wealth Management begins with a conversation.

We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan. To execute the plan, we leverage the intellectual capital of our division and the network of PSS. We offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and alternative investments. For customers interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets. We also provide select private banking services. Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly.

Our People

Our people and our commitment to customers are at the core of our business.

We carefully select our wealth advisors and investment professionals and vet them through a stringent recruiting process. Once they join PSS, they begin a rigorous training curriculum that continues throughout their careers. Even experienced professionals receive unusually extensive training to help them meet customers’ high expectations. We aim to keep the number of client relationships per advisor low so that our teams can provide the focus and attention that our customers expect. Our efforts are always guided by PSS’ first Business Principle: Our customers’ interests always come first. Our experience shows that if we serve our customers well, our own success will follow. Day in and day out, PSS Private Wealth Management professionals remain committed to client interests, investments and service.