The Pearlstein Relative Fixed Equity Ratio (PRFER)

 

A value-oriented strategy that works in good and bad times. I consult with my clients to create investment portfolios that answer three goals:
1. Grow and protect your capital
 
2. Provide a reasonable rate of return based on acceptable risk
 
3. Build in flexibility to meet client objectives
 
Three Buckets of a Typical PRFER Portfolio

PRFER Chart

 

The "40% Vary" in PRFER gives us the option to weight the portfolio more aggressively or conservatively.

PRFER Chart

 

Investments Tailored to Your Objectives

 

My goal is to help my clients attain their peak lifestyle – the life they want to live up to and through retirement – by creating appropriate investment portfolios.

 

My clients’ objectives for their investments may include:
Attaining financial independence for the rest of their lives
 
Establishing a legacy in the form of a family foundation
 
Helping adult children or grandchildren buy a home
 
Covering education costs for children or grandchildren
 
Providing a regular monthly income
 
Funding extensive travel plans
 
Allowing them to spend more time on their hobbies or collections

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What are your investment goals and how can we help you attain them?

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