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Portfolio Management Services
Penn Financial Group (PFG) offers long-term investment advice and research for individual investors, small businesses, and institutional clients. We realize it is impossible to completely eliminate risk when investing in the stock market; however we strive to identify investments that offer attractive reward-to-risk setups.

Why Exchange-Traded Funds?
ETF’s are passive investments that track a set index and the composition is only changed a couple times per year. Most mutual funds are actively managed and therefore trades are taking place daily. The chance of your mutual fund outperforming the market by trading is approximately 20%.

401k Management Services
Penn Financial Group (PFG) realizes that a large number of investors have a significant portion of their investable assets in company-sponsored retirement plans such as 401K’s and 403B’s. Often times the investment options are limited to a small number of mutual funds. Because most mutual funds lag the performance of their benchmarks it is imperative to allocate your money into the best mutual funds for the current market environment.

PFG Covered Call Strategy
The PFG Covered Call Strategy is available for clients that range from conservative to aggressive as each option is covered by owning the underlying stock. We realize that when you hear the term options the first thought is “risky” or “aggressive”. That could be the case, but with the PFG Covered Call Strategy we strive to ultimately protect our new and existing positions and will create income in the process.

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