We are PanthRex

Asset Management.

Intuitive | Wise | Prudent

Focus and plan for the future because that is where you are going to spend the rest of your life.
– Mark Twain

 

Our goal at PanthRex Asset Management is to provide our clients with investment returns necessary to achieve their short-, mid-, and long-term objectives. Michael R. Wallin

Managing Partner, Certified Financial Planner™ Professional

Promises and Expectations

We promise we will act in your best interest as our client. This promise is not because we are subject to the industry fiduciary and regulatory obligations, but because that is who we are as professionals.
We promise…

Honest Communication

(whether it is what you desire to hear or not)

Integrity

 

Trustworthy Relations

 

Attention to Detail

 

Caring Professionals

 
We cannot promise…
Although we cannot promise actual results, we do promise to always strive to achieve your goals by leveraging our strategic assessment through a prudent process.  Our goal is to provide you the highest level of probability in achieving your financial independence by implementing unified solutions determined to be in your best interest.
Financial Independence
Strategic Assessment
Unified
Solutions

Simplified Setup and Easy Onboarding

Our seamless and standardized process is designed to ensure your first experience as a PanthRex client is as simple as possible. Its as easy as 1, 2, 3.