PPB Advisors, LLC provides wealth advisors and institutions direct access to best-of-breed, alternative investment products. PPB’s unique approach satisfies the industry’s need for an independent firm that can source, structure, market and back-office institutional-class, alternative products. PPB bolsters its investment product platform with a robust, educational program, developed by highly-regarded financial scholars and industry experts.

"PPB provides an innovative solution to institutions and wealth advisors looking to diversify assets in the alternative investment space. The PPB solution addresses the growing concerns and critical challenges in the alternative investment space – lack of infrastructure, operations, transparency, reporting, and consistent, focused investment disciplines. Through a team-oriented, education-focused approach, PPB empowers wealth advisors to utilize and appreciate: (1) the value of alternative products, (2) the role they serve in client portfolios, and (3) the advanced methods of integration."

Brendan W. Lake, Founder
President & CEO