Pflug Koory, LLC provides professional investment advice and counsel for individuals, businesses, foundations, and retirement plans.
Pflug Koory, LLC was formed in 2000 through the combination of Pflug Investment Management and Summit Value Investment Counsel. The firm is an independent investment advisor registered with the Securities and Exchange Commission. Principals Tom Pflug and Marcia Koory are CFA charter holders and possess over 50 years of combined professional experience in the investment industry.
Clients of Pflug Koory, LLC benefit from a disciplined and dedicated approach to the management of their assets in the pursuit of specific investment goals. This approach inherently prevents clients from assuming inappropriate market risk and allows them to maneuver through periods of market stress with confidence. Client portfolios are structured to avoid high fees and commission based products that inhibit wealth creation. Our investment approach stresses basic, bottom-up, fundamental security research with a particular focus on the valuation of each holding.
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