PVG Asset Management

How to Invest

Financial advisors and investors may invest in PVG Loss Averse Growth Portfolios several different ways.

Separate Accounts: We manage portfolios of either individual stocks or of Exchange Traded Funds (ETFs) held at a custodian broker/dealer of your choice. Besides growth, accounts may be "balanced" with bonds for more conservative and/or income investors.

The Dunham Loss Averse Mutual Fund: PVG Asset Management is the sub-advisor to this mutual fund. The same philosophy and process as with our separate accounts is employed.

Platforms: PVG is current managing funds for several third party platforms, including those at Envestnet and Adhesion.

We or the mutual fund are also currently approved for use by a number of brokerage firms. To learn more, please call Maggie Burns at 1-800-777-0818, extension 3006.