PDS Planning, Inc.
PDS Planning, Inc. is a fee-only investment adviser firm headquartered in Dublin, Ohio. Founded in 1985 and SEC-registered in 1988, the firm provides comprehensive financial planning and investment advisory services mainly to individuals, families, and business owners. PDS employs approximately 16 professionals and serves clients across 15 states, focusing on fiduciary duty and transparency. The firm is led by owners Rita M. Itsell, Jamie P. Menges, Kurt M. Brown, and James A. Rogers.
Investment Strategy
PDS Planning adopts a client-centric approach, developing personalized investment policy statements for each client based on financial standing, goals, risk tolerance, and preferences. The firm manages portfolios aligned with the client’s objectives, using ongoing review processes to identify when changes are necessary based on performance, fund manager tenure, market factors, and personal circumstances. Emphasis is placed on broad diversification, asset allocation, and acting in the client’s best interests, with adherence to fiduciary responsibility and avoidance of commission-based conflicts.
Top Holdings
Equity Positions (539)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 7.34% | $106.1M | 1,770,933 | $45.89 | $59.92 | +$5.8M |
I IVV | ISHARES TR | 6.99% | $101.0M | 150,973 | $443.13 | $669.30 | +$8.8M |
A AGG | ISHARES TR | 5.28% | $76.3M | 760,978 | $104.52 | $100.25 | +$2.9M |
V VO | VANGUARD INDEX FDS | 4.55% | $65.8M | 223,870 | $252.99 | $293.74 | +$4.5M |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.12% | $59.6M | 276,035 | $133.72 | $215.79 | +$3.9M |