PLC Asset Management

Our Mission

PLC Asset Management is an investment consulting and retirement planning practice based in Bend, Oregon. Our mission is to help clients achieve and maintain financial independence regardless of market conditions. We believe everyone deserves a personalized roadmap to secure their financial future.

Our Approach

Our investment strategy is built on a foundation of comprehensive risk management. We utilize a holistic approach to assess each client's individual needs, goals, and risk tolerance to tailor a personalized plan. We avoid the pitfalls of blindly following market trends. Instead, we focus on building a diversified portfolio that aligns with your specific goals and aspirations.

Our Process

Our process combines:

• Discovery: We listen intently to your financial aspirations and concerns to better understand your unique situation.
• Analysis: We meticulously assess your financial health, investments, and spending habits.
• Planning: We collaboratively establish specific, achievable goals and develop a customized plan to reach them.
• Implementation: We execute your plan with precision and transparency, Regularly reviewing and adjusting your portfolio for optimal performance.

Our Expertise

Our founder, Patrick Crook, has over 25 years of experience as an independent investment professional. He possesses a deep understanding of investment principles and a proven track record of helping clients achieve their financial goals.

What Sets Us Apart

• Client-centered approach: We prioritize understanding your unique needs and goals to create a personalized plan.
• Comprehensive risk management: We prioritize risk mitigation through diversification and disciplined investing strategies.
• Transparency and communication: We provide clear and regular updates on your portfolio performance and investment decisions.
• Experience and expertise: Our founder's extensive knowledge and proven track record ensure you receive personalized and sophisticated guidance.

Contact Us Today

If you are seeking personalized guidance and comprehensive financial planning, contact PLC Asset Management today. We proudly serve residents of Oregon, Washington, California, Arizona, Texas, Idaho, New York, and Virginia.