Investment Services

We offer a variety of account options, both commission-based (through Puplava Securities, Inc, broker/dealer member FINRA/SIPC) and fee-based (through Puplava Financial Services, Inc, registered investment advisor), that are suitable for clients seeking a contrarian, value-based, intermediate- to long-term approach that is responsive to macro/global events and trends. Our investment services include portfolios that are suitable for a range of investment objectives.

We offer our clients full transparency with their portfolio holdings, and exposure to asset classes that some other brokerage firms shy away from, such as energy and precious metals (including bullion and coins).

In sum, we are a highly-specialized boutique operation that develops personal relationships with our clients so we can find the right investments for their goals. Because our firm's size is small, we are able to provide our clients with individual attention and respond quickly to their needs.


INVEST WITH US

If you are interested in opening an account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.


Three companies sharing the same vision
At PFS Group, we are committed to helping you build, maintain, and preserve your wealth