Identifying and investing in these winners is key to building a portfolio that meets or exceeds your investing objectives, but picking them is far from easy. At Pence Wealth Management, we use a time-tested process called Choke Point Investing™ as we seek to find and invest in these winning companies on behalf of our clients.
Almost every supply chain has places in time where one or two companies have the opportunity to dominate. We seek to identify these and then look for the businesses with the resources, expertise, and leadership necessary to capitalize on their opportunity and scale to meet demand, thus dominating their position in the supply chain.
As these companies take control of their position, they gain significant pricing power. This, in turn, leads to larger earnings, growth, and dividends.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Investment analysis and management for individuals and entities that focuses on strategic economic analysis, investment selection, and tactical execution of transactions. Services and Analyses provided through online delivery of our blogs and quarterly newsletters are available to all investors.
If you would like to take advantage of CHOKE POINT INVESTING™ and learn more, please subscribe below.
CONNECT & FOLLOW US
At the end of the day, our purpose is to help you grow your wealth to empower your purpose through retirement and beyond to extend your legacy. We are here to walk with you every step of the way so that all the hard work that went into generating your wealth has a more permanent impact.
OUR STORY
We foster a relationship based on trust, service and transparency. Our commitment is to you.
OUR TEAM
You’ll have a qualified team of professionals devoted to helping you pursue your financial goals.
OUR PROCESS
How is Pence Financial Group distinct? Learn more about our innovative process and approach that serves your financial needs.
OUR MISSION
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.
ABOUT LPL FINANCIAL
Learn more about LPL Financial’s competitive resources you can take advantage of with Pence Financial Group.
The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.
Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.
Read our most recent blogs, insights, and issues our clients care about.
At Pence Financial Group, we believe that good financial decisions don’t have to be confusing. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.
© Pence Financial Group LLC. 2024. All rights reserved.
The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.
Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.
The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.