Freedom Through Cash Flow - It Takes Cash to Live
Portfolio Cash Flow Management (PCFM) is an SEC Registered Investment Advisory Firm that specializes in cash flow / income generation
strategies for high net worth clients. Investors that may benefit from PCFM's services include:
1) Existing stock holders: PCFM implements a proprietary
income generation strategy that attempts to create monthly cash flow from a client's existing stock portfolio, without selling the stocks.
Rather than watch your stock positions simply rise and fall with the markets, income generating strategies can be used in an attempt to generate a monthly income stream. The income stream / cash flow can be generated without selling the stock positions.
2) Cash to invest: For those with cash to invest, PCFM also implements another proprietary income generation strategy. This strategy attempts to produce monthly cash flow for the client, without the need for the client to own an underlying portfolio of stocks. The income stream can be withdrawn on a monthly basis or can be re- invested each month to grow the asset base and income level of the account.
PCFM is an SEC Registered investment advisory firm and offers its services to qualified investors only. PCFM's advisory fees are 100%
performance based - if we don't make you money, we don't get paid.
Mark Sormberger,Founder
Mark Sormberger is the Founder and Portfolio Manager of Portfolio Cash Flow Management, LLC, an investment advisory firm registered with the Securities and Exchange Commission (SEC).
Mr. Sormberger has actively traded equities and options since 1990.
Prior to founding Portfolio Cash Flow Management, LLC, Mr. Sormberger held several progressively responsible engineering positions for more than 20 years in the aerospace manufacturing industry, including project management positions at both Boeing and Bell Helicopters.
After leaving Bell Helicopter in 2006, Mark focused full-time on implementing a proprietary income generating options strategy developed over 18 years of investing.
Debbie Carter, Account Manager
Ms. Carter currently serves as the account manager of Portfolio Cash Flow Management, LCC, assisting founder Mark Sormberger in generating monthly cash flow for clients through the selling of options (puts and
calls) on stocks and indexes and assisting with the orderly transfer and service of accounts under management with PCFM. Ms. Carter
currently holds the Series 7, the Series 66 and insurance licenses.
She has had more than 20 years of experience in the financial services and investment banking industries. Ms. Carter has worked in a senior capacity in the financial services industry with a focus on managing assets and raising capital with a strong emphasis on analysis and research.