PGR Solutions, LLC (PGRS) is (provides) a
Structured Turnkey Asset Management Platform (STAMP)
which enables Financial Advisors to offer wealth management
and retirement planning services for both taxable and
tax-exempt Clients of all sizes.
The four (4) Partners of PGRS possess over 130 combined years of relevant experience in
the financial services industry and have a proven track record of success in owning a firm and assisting Financial Advisors and their Clients. The Partners actively apply this knowledge in all facets of PGRS’ operations and deliver a truly extraordinary service level for those Financial Advisors that are personally selected by PGRS to use its STAMP.
PGRS has created a series of financial tools and asset class investment strategies which empowers a Financial Advisor to manage a large number of Clients and their respective assets
in one of the most effective methods possible. As a result of process and investment practice
efficiencies, Financial Advisors have more time to spend building their practice without
sacrificing their own value proposition.
Our tools and strategies can be used by Financial Advisors to assist their Clients
throughout their entire lifetime of investing. PGRS' delivered product for Financial Advisors
includes our financial tools and services along with partnerships with leading national Trust
Companies, award-winning Third Party Administrators and Actuarial Firms. While PGRS’
primary investment engine consists of the scientifically engineered asset class funds of
Dimensional Fund Advisors (DFA), it is PGRS’ financial tools, strategies and associated
services that sets us apart from our would-be competitors.
As a STAMP, PGRS is an “experience” not just another investment “product”. If used properly,
the PGR STAMP will constructively change a Client’s financial life as well as changing the
business life of the Financial Advisor.
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