What does PFG mean in COMPANIES & FIRMS

Professional Fiduciary Group, PFG, offers a wide variety of fiduciary services tailored to fit the client’s individual needs. Services may include financial planning, trust administration and management, estate planning, investment management and more.

A professional fiduciary is an individual or entity that serves as a trusted agent, advisor or representative for another person or organization when making decisions concerning personal finances and investments. They must always act in their client’s best interest with utmost integrity, diligence and respect for the law.

Any person or organization looking for sound financial advice and solutions tailored to their unique situation can benefit from working with Professional Fiduciary Group (PFG). We work closely with clients of all ages to make sure that their assets are managed according to their wishes.

PFG offers investors transparent fee schedules depending on service requested. Our fees are based upon a percentage of assets under our care; customized fee options may be available depending on the scope of services required.

Yes - The security of your information is our number one priority. We employ industry-standard encryption protocols to ensure that your data remains safe and protected at all times. All sensitive materials are stored securely within locked files in our offices and digitally through password-protected software systems.

No – While it’s beneficial to work in conjunction with other professionals such as attorneys or accountants, it’s not necessary when engaging the services of Professional Fiduciary Group (PFG). Individual advice should always be sought before making any decisions regarding legal matters however we are able to provide assistance on many aspects related to estate planning without requiring additional expertise.

As each project has its own unique requirements timeline cannot be accurately determined until initial consultations have been carried out regarding your particular needs and goals. However rest assured that once we take up stewardship of your assets we will make every effort possible to ensure that gains can be realized quickly whilst maintaining an appropriate risk tolerance.

No – Our clients rely on us because we provide independent guidance derived solely from our knowledge and experience in the field of fiduciary services. We cannot guarantee that certain financial gains will be achieved; however we will always strive towards helping you meet your objectives under controlled risks.