PDM Investment Services is an Independent Registered Investment Advisor based in Troy, MI, specializing in retirement income planning and investment portfolio management. With a focus on maximizing the size of clients' investment portfolios and ensuring a secure retirement, PDM Investment Services offers personalized financial advice, portfolio design and management, as well as administrative services to help clients achieve their long-term financial goals.
Committed to transparency and client-centered service, PDM Investment Services prioritizes clients' interests above personal gain, investing their own money alongside clients and avoiding commission products, loaded mutual funds, and high fee hedge funds. With a goal to provide peace of mind and guide clients through market fluctuations, PDM Investment Services offers comprehensive financial planning, behavioral coaching, and assistance with retirement transitions, tax management, and estate planning.
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