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PLC Asset Management

Risk Aware Investment Services
Access your account here:

Managed accounts

Standard Brokerage accounts


If you need a login ID & password, please contact us at (800)270-4551.
The mission at PLC Asset Management is to, quite simply, help our clients achieve their investment goals with the least amount of risk possible.  Fifteen years of working with investors has led to the following philosophy:
  • Strive for Absolute Returns.  We're less concerned with beating an arbitrary benchmark than we are with generating consistent returns that advance you toward your goals.
  • Win by limiting losses.  You can't eliminate all risk without eliminating the possibility of growth, but you may be able to protect your portfolio from substantial loss while still preserving unlimited upside potential.  Asymmetric returns through active risk management are our goal.
  • Diversify your risk.  Owning nine different types of stocks is like eating nine subtly different flavors of vanilla ice cream.  They may not be providing anything substantially different from each other.  True diversification entails bringing in alternative assets and strategies.  While being truly diversified does not assure a profit or guarantee against loss, it is the foundation of a sound investment strategy.
For more detail on our investment philosophy, please click the Philosophy button above.  To talk about it in person, please call toll free at 1(800)270-4551.