Patrick Adams CFA
Loss Averse Investing
Timely Investment Ideas
Opportunistic Market Commentary
Portfolio Manager with a Long and Successful Record
Focused Portfolios With $10,000 Minimum
Patrick Adams CFA is the CEO for PVG Asset Management Corp, which manages Separately Managed Accounts (SMAs) on behalf of brokerage firms, wealth managers, financial advisors, and directly for individual investors. Pat has managed some of the largest mutual funds in the country during his career, and also very actively managed hedge funds.
Initial Investment $10,000, adding $100 per Month, and a 15% Annual Return
Hypothetical Example, Your Investment Results May Vary Significantly
Patrick Adams CFA focuses investments in stocks that are in growing industries, that are taking market share, have management teams with a successful record, and the stock is attractively valued.
One of Pat’s investment passions is emerging biotech stocks. With over 700 small healthcare stocks in the market, these stocks can sometimes be very inefficient or grossly misvalued, and the returns can be highly compelling.
Pat’s goal is to help investors become wealthy by consistently selecting smart investments, strongly believing you must protect your investments during bear markets, and letting the 8th Wonder of the World, compounding your money over time, work for you!
Pat's Rules of Investing
Don’t Blow-up
in a Bear Market
1
2
Limit Your Mistakes
3
Make Smart Investments
Don’t Blow-up
in a Bear Market
Limit Your Mistakes
Make Smart Investments