Business Details
39 Years
experience
Trusted Investment Management Solutions
PVG Asset Management has been a leader in investment and risk management since 1987, pioneering its Loss Averse investment approach in 2001. Our firm specializes in protecting capital during market downturns while delivering value-based income investing and long-term growth. With offices in Centennial, Colorado, and Fort Lauderdale, Florida, we serve institutions and individuals by combining technical analysis, inverse ETFs, and disciplined risk management. Our strategies adapt to volatile markets, emphasizing protection, value, and growth. Over decades, our team has refined methodologies like moving stop losses and cash positioning to mitigate risk.We prioritize client-centric solutions, offering Separately Managed Accounts and Mutual Funds tailored to diverse financial goals. Our expertise spans Tactical Growth, Emerging Healthcare, and Dynamic Core strategies, reflecting a commitment to innovation and client trust. Recognized for performance in challenging markets, we maintain independence from consensus-driven approaches. Our teams collective experience, dating back to the 1960s, ensures a deep understanding of market cycles and client needs. We adhere to rigorous compliance standards, transparency, and ethical practices, fostering long-term relationships built on reliability and results.
Services
Tactical Growth Strategy
Emerging Healthcare
Dynamic Core
Tactical Total Return
Loss Averse Equity Income
US Corporate Flexible Bond
Details
- Year established: 1987
Highlights and features
- We pioneered Loss Averse Investing, protecting capital since 2001.
- Our team combines 60+ years of experience in volatile and growth markets.
- We utilize inverse ETFs and stop losses for proactive risk management.
- Strategies adapt to market conditions, minimizing downside risk.
- Independence from consensus-driven decisions ensures client-focused solutions.
Services
Tactical Growth Strategy
The Tactical Growth Strategy dynamically adjusts portfolios to market conditions, reducing risk during downturns and capitalizing on rebounds. It uses inverse ETFs and stop losses to protect value while pursuing growth. Ideal for volatile markets, this approach balances defensive and offensive positions to deliver consistent returns.
Emerging Healthcare
Emerging Healthcare focuses on biotech, pharmaceuticals, and medical innovations, investing in high-potential companies and ETFs. Designed to outperform the Nasdaq Biotech Index, it targets long-term gains through emerging firms developing groundbreaking therapies and devices in a rapidly evolving sector.
Dynamic Core
Dynamic Core employs a proprietary algorithm to reduce volatility in S&P 500 trends, using ETFs and inverse securities. It aims for absolute returns by capturing market gains while minimizing losses, making it suitable for investors seeking stability in fluctuating markets.
Tactical Total Return
Tactical Total Return combines ETFs and individual securities for diversified exposure to global markets. It emphasizes risk-adjusted returns through fundamental analysis, dividend-paying equities, and hedging, targeting moderate growth with reduced volatility over time.
Loss Averse Equity Income
This strategy prioritizes high current income and capital preservation, investing in undervalued dividend stocks and ETFs. It balances income generation with risk management, appealing to investors seeking steady returns and protection from market turbulence.
People
Patrick S. Adams
Chief Executive Officer
Patrick S. Adams, CFA, has managed money since 1985. He led Berger Mutual Funds and Dreyfus/Founders, earning recognition for top-performing funds. He holds an MBA from Xavier University and a BS from Ohio State University.
Jana Henderson
Vice President
Jana Henderson oversees operations, trade execution, and client reporting at PVG. She joined in 2008 and holds a degree in Finance and Economics from Thomas Bata University, Czech Republic.
Annie Gallegos
Vice President
Annie Gallegos manages trading and compliance, specializing in Advent Axys & Moxy systems. She holds a BA in Economics from Northwestern University and previously worked at Premier Asset Management and WaMu Investment.
Bruce Amman
Director of Fixed Income
Bruce Amman directs fixed income strategies with expertise in managing $6B+ portfolios at CitiPrivate Bank and Morgan Stanley. He graduated from Arizona State University and The Wharton School, advising public and private entities on cash management.
Questions
What is Loss Averse Investing?
Loss Averse Investing prioritizes capital protection during downturns using inverse ETFs, stop losses, and cash positioning while seeking growth in favorable markets.
What services do you offer?
We offer Tactical Growth, Emerging Healthcare, Dynamic Core, and Equity Income strategies tailored to market conditions and client goals.
How do you manage risk?
Risk management includes inverse ETFs, technical analysis, stop losses, and cash reserves to mitigate volatility and downside risk.
Who are your clients?
We serve individuals and institutions seeking capital preservation, income, and growth through actively managed portfolios.
Where are you located?
Our offices are in Centennial, Colorado, and Fort Lauderdale, Florida, serving clients nationwide.
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