Pflug Koory LLC
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Pflug Koory, LLC is an independent investment advisor registered with the Securities and Exchange Commission, offering professional investment advice and counsel to individuals, businesses, foundations, and retirement plans. With over 50 years of combined experience in the investment industry, principals Tom Pflug and Marcia Koory, both CFA charter holders, provide clients with a disciplined and dedicated approach to asset management, focusing on specific investment goals and avoiding inappropriate market risk.
Pflug Koory, LLC's investment approach emphasizes fundamental security research and valuation, ensuring client portfolios are structured to avoid high fees and commission-based products that hinder wealth creation. Their expertise allows clients to navigate through periods of market stress with confidence, while benefiting from a tailored investment strategy that aims to achieve their financial objectives.
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