Be prepared for every move.
In a rapidly changing world, experienced insight is a game-changer.
The powerful combination of Private Asset Management and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering. Learn more about these services here.
Trust. Integrity. Respect.
At Private Asset Management, Inc. our team strives to deliver professional, unbiased service at every level through objective, fee-based management. Our team is dedicated to maintaining long-term relationships based on trust, integrity, and respect.
What We Do
Asset Management Services
Our basic management style is one of long-term growth and value with an orientation for a minimum of volatility and transactional activity.
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Private Fiduciary Trust
Private Fiduciary Management has been providing trustee and other fiduciary services since 1995. Michael Berlin and Teresa Whorton are licensed California Professional Fiduciaries. Michael is a licensed California attorney. Read More…
Financial Planning Services
Drawing from a wealth of knowledge and experience, our monthly newsletter, blogs, and videos give our clients the knowledge they need to make intelligent decisions, together. Read more…
Bill Pay Services
Our objective is to provide bill paying and bookkeeping services for individuals or small businesses at reasonable rates. This service is designed for either individuals who are incapacitated due to illness or who do not have the time or a desire to continue this responsibility, or small business requiring additional resources. Read more…
Tax Services
By evaluating a PAM client’s tax situation, a more personalized investment plan can be made to meet the individual’s needs. This service extends into assisting PAM with evaluating not only equity and bond investments, but also business transactions and other personal situations.
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Articles & Newsletters
