About Penn Financial

 

Penn Financial Group (PFG) was formed in 2004 and is the brainchild of President and Founder, Matt McCall. Our registered investment advisors work with individual investors to help them achieve their financial goals. The investment process involves a top-down approach that starts with the global economy before moving to more specific opportunities in varying asset classes. By not following the “old school” strategy of buying and ignoring, PFG is able to use a proven proprietary approach to creating long-term wealth. Penn Financial Group and its advisors are here to guide our clients down the path to financial freedom.

 

Portfolio
Management

Penn Financial Group (PFG) is a Registered Investment Advisory (RIA) that offers fee-based portfolio management to individual investors and institutions. Since 2004 PFG has been building and managing client’s portfolios in both bull and bear markets.

Our goal is to work with each client individually to build a portfolio that fits their specific needs and risk tolerance. Each client will work hand-in-hand with a registered investment advisor throughout the entire process. We strive to create long-term relationships that will help our clients reach their financial goals.


401K Management

Over 50 million Americans participate in a 401K, with millions more putting money away into various retirement plans. Of the $4.5 trillion in 401K's, the majority of the money is either mismanaged or not managed at all by the investor. Putting money away every paycheck is a great strategy, but that money needs to be working for you.

Regardless of where your 401K plan is held or the variety of investment options, Penn Financial Group can help you manage the most important aspect of your retirement. We can also help make your transition into retirement or a new job seamless by opening an IRA Rollover. Contact us to learn more about our low-cost, fee-based management services we offer.


ETF Portfolios

The growth of exchange-traded funds (ETFs) continue as they chip away at mutual funds as the vehicle of choice for investors. At the end of June 2016 there was a total of $2.2 trillion dollars in ETFs. With over 1,650 ETFs available to investors and hundreds more ready to hit the market, it is nearly impossible for the average investor to determine which product is best for their portfolio.

PFG offers its clients an all-ETF portfolio that can be built to meet their specific goals. The all-ETF portfolio is ideal for the client that is fed up with the high fees and underperformance of mutual funds. This service fits very well into retirement accounts and old 401K's that have been stuck with mutual funds not living up to their desired performance.


Newsletters

Investors that want to self-direct their portfolios are often searching for resources to help with their portfolio management. Penn Financial Group founder and president, Matt McCall, is the lead editor for several investment newsletters that provide investors with the resources needed to become successful. To find more information on current offerings please go to www.futrstocks.com.

Matt McCall

Matt McCall is founder and president of Penn Financial Group, as well as founder of Point B Publishing, a financial publishing company. Matt began his career at Charles Schwab where he was a stockbroker before moving on to Wall Street Radio, Inc., located in Boulder, CO. At Wall Street Radio, Matt was the Chief Technical Analyst as well as the co-host of “Winning on Wall Street”, a daily national radio show.

In 2004, Matt decided it was time start his own venture and fulfill his dream of becoming an entrepreneur. Penn Financial Group was born and from day one Matt's vision has been to help his clients with investment advice and customer service above and beyond his peers. His extensive background in investing and media has made him a highly sought-after speaker and taken him to several continents to share his expertise on investing. 


AchieveMENTS

  • Matt has authored two investment books published by Wiley, "The Swing Trader's Bible" and “The Next Great Bull Market”.
  • Matt is a former co-host of a daily investment show on Fox Business Network and was a contributor to the Fox News Channel. He appeared daily as a panelist on Fox Business Network’s “Making Money with Charles Payne”.

  • Matt is the Managing Editor of the Exchange Traded Funds-focused “Flying Under the Radar Stocks” newsletter. He is also the co-editor of “Breakout Stocks” and the “ETF Trend Trader” with Hilary Kramer.
  • Received a Bachelors degree in Finance from Kutztown University.
  • Earned an MBA from the University of Colorado.

 

info@pennfinancialgroup.com
54 W 40th Street
New York, NY 10018
(877) 383-7366


 
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