406 PM
Independent portfolio management with a disciplined, long-term approach.
What We Do
406 PM provides discretionary portfolio management for individuals and families. We focus exclusively on building and managing investment portfolios, allowing clients to delegate day-to-day investment decisions within a clear and disciplined framework.
Our work is designed to reduce complexity, avoid unnecessary activity, and support long-term decision-making.
How We Work
Our approach is guided by a few simple principles:
Discipline over prediction
Selectivity over unnecessary activity
Long-term perspective over short-term noise
We do not attempt to forecast markets or react to headlines. Investment decisions are made deliberately, with patience and consistency.
Who This Is For
406 PM works best with clients who value a thoughtful, long-term investment approach and are comfortable with a low-activity, disciplined process.
Our clients typically prefer clarity over complexity and view portfolio management as a long-term endeavor rather than a series of short-term decisions.
Next Step
If you are seeking a disciplined, long-term investment management relationship, we welcome a conversation.