From the ground up
In a nutshell, PK Dryden Associates’ approach to investment and wealth management is a two-step process. First, we work with you to understand precisely both your investment goals and your level of risk tolerance. Second, we use that knowledge as a guideline to develop a personalized investment portfolio from the ground up.
Flexibility is built into the design. We understand well that market conditions fluctuate frequently, and, of course, that your personal circumstances also change over time. Should you need to liquidate a particular asset and move your funds into another area, you must be able to do so quickly and without incurring penalties or high fees from asset product providers.