The advisors at Pontchartrain Investment Management have been working with clients in the New Orleans Northshore areas for more than 20 years. Our focus is on long term client relationships that address a wide array of issues and concerns, including wealth accumulation and management, investment portfolio selection, monitoring and reporting, retirement planning, estate and legacy planning, risk management, income planning, charitable giving, wealth preservation, and transfer.
Every client is unique, so we don’t use a cookie-cutter approach to financial planning or investment management. Instead, we draw on our time-tested experience and expertise to create individual strategies to our clients’ financial challenges.
Most of our compensation comes from an annual fee charged against assets under management. We favor this compensation structure because it empowers us to provide unbiased financial advice and portfolio management without the influence of earning a commission on any particular investment product.
Our new clients come almost exclusively from client and professional referrals. In fact, we rely on and expect our clients to share their satisfaction with our firm with the people they care about so they, too, can become members of the Pontchartrain Investment Management client family.