PVG Asset Management Corporation is a registered investment advisor headquartered in Centennial, Colorado, providing money management services since 1988. PVG specializes in multi-strategy equity and dynamic asset allocation balanced portfolios, utilizing a distinct "Loss Averse Investing" approach. Rather than tracking market indices, PVG attempts to generate absolute returns by moving in and out of equities and fixed income, utilizing inverse exchange-traded funds, and hedging against market downturns. Clients can invest in individual stocks, bonds, and exchange-traded funds, or direct PVG to follow specific strategies suited to their risk tolerance. In addition to direct individual accounts, PVG manages accounts participating in broker-sponsored programs and acts as a sub-advisor for other registered investment advisors. Financial planning services are available only upon request under a separate agreement, as financial advice is generally incidental to the primary asset management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
PVG typically charges a base management fee of 2%, which is frequently negotiated lower depending on client circumstances, account size, and source, such as sub-advisory relationships.