Investment Management

A Personalized Approach

At PTP Investment Group, LLC, we pride ourselves on offering comprehensive brokerage and advisory services tailored to our clients’ diverse financial needs. Our commitment to excellence and a personalized approach ensures that clients receive a bespoke investment strategy designed to achieve their financial goals.

individual accounts

Individual Accounts

We provide a wide range of brokerage and advisory services for individual investors to cater to your unique financial situation. Whether planning for retirement, saving for education, or looking to grow your wealth, our team will work with you to develop a strategy that aligns with your objectives and risk tolerance.

Our Individual Account Services Include:
Portfolio Management | Retirement Planning | Tax-efficient Investing | Estate Planning | Educational Savings Plans

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elderly people trust accounts

Trust Accounts

Managing trust accounts requires a high level of expertise and fiduciary responsibility. At PTP Investment Group, LLC, we understand the complexities involved in trust management and offer specialized services to ensure the assets are managed in the best interest of the beneficiaries. Our trust account services include:

  • Trustee Coordination
  • Asset Management
  • Fiduciary Financial Management
  • Beneficiary Communication and Support
  • Tax Planning *
  • Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Business and Municipal Accounts

We also cater to the investment needs of businesses and municipalities, providing strategic advice and management services that help optimize their financial resources. Our business and municipal account services include:

  • Cash Management
  • Investment Policy Development
  • Risk Management
  • Employee Benefit Plans
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business accounts

Our Approach

Tailored Investment Strategies

At PTP Investment Group, LLC, we believe no two investors are the same. Our process begins with thoroughly understanding your financial situation, goals, and risk appetite. This personalized approach allows us to create an investment strategy uniquely suited to you. We leverage our extensive market knowledge and sophisticated analytical tools to identify opportunities that align with your objectives.

Dedicated Account Management

We provide dedicated account management services to ensure your investments are closely monitored and adjusted as necessary. Our proactive approach means we continuously assess market conditions and make timely decisions to optimize your portfolio’s performance. We aim to help you navigate the complexities of investing confidently and efficiently.

detailed account management

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement

READY TO TALK?

If you’re a first-time investor looking for guidance, PTP Investment Group, LLC is here to help. Contact us today to schedule your initial consultation and take the first step towards a well-planned financial future.

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Disclaimer
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links Disclaimer
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as PTP Investment Group, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. PTP Investment Group, LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

PTP Investment Group, LLC
8551 N 125th East Ave. Ste. 325 Owasso, OK 74055-2290
(918) 973-4015