Plattner Asset Management
Tactical, Math-Driven Money Management
Plattner Asset Management
Tactical, Math-Driven Money Management
Plattner Asset Management
Tactical, Math-Driven Money Management
Plattner Asset Management
Tactical, Math-Driven Money Management
Plattner Asset Management
Tactical, Math-Driven Money Management
Plattner Asset Management
Tactical, Math-Driven Money Management
Plattner Asset Management
Tactical, Math-Driven Money Management
Plattner Asset Management
Tactical, Math-Driven Money Management
Plattner Asset Management
Tactical, Math-Driven Money Management
We aren’t trying to predict the future.
We’re preparing to respond to it.
For Current Clients
Client Video Update
Every month, we share a short video update to walk clients through what’s happening in the markets and how Plattner Asset Management is responding. We provide real-time, math-based insights tailored to the trends we’re tracking.
Who We Are
At Plattner Asset Management, we don’t rely on guesswork.
We don’t wait and hope.
We act.
We act based on the data. The patterns. The discipline. When the math says trends are turning, we move. That’s how we help clients navigate market downturns*. And it’s how we continue to help them grow with confidence today.
*Past performance is not an indicator of future results
Brandon Plattner, AAMS®, AIF®, AWMA®, CMFC®, CRPC®, CRPS®, RFC®
Fiduciary Money Manager / Financial Advisor / Financial Planner / Branch Manager
About Brandon
Brandon Plattner built this firm on the belief that successful investing is rooted in discipline, not guesswork. Brandon’s approach to money management is process-driven and mathematically grounded, with a clear goal: help clients preserve and grow their wealth, especially when markets turn volatile.
Brandon’s mission is simple: apply a tactical, math-based strategy that prioritizes risk management over speculation.
Licenses
Rachel Tan
Executive Assistant
About Rachel
Rachel Tan brings both precision and heart to her role as Executive Assistant at Plattner Asset Management. Since joining the firm in 2021, she has become an integral part of daily operations—managing client paperwork, coordinating the account opening process, editing Brandon’s monthly video updates, and keeping the office running smoothly. Her behind-the-scenes contributions ensure clients receive timely service and thoughtful care.
With a Bachelor of Science in Economics from the University of Illinois Urbana-Champaign, Rachel pairs her academic background with a deep commitment to helping clients reach their financial potential. Whether she’s answering questions, preparing documents, or supporting Brandon’s strategic work, she is driven by the firm’s mission of math-based, purpose-driven planning.
Outside the office, Rachel enjoys deepening her own financial knowledge, attending church, and raising three active children with her husband. Together, they love to travel, hike, and play sports as a family.
Check the background of investment professionals on FINRA’s BrokerCheck.
Our Code of Ethics
1
We will at all times put our clients’ interest above our own.
2
We will maintain proficiency in our work through continuing education.
3
When fee-based services are involved, we will charge a fair and reasonable fee based on the amount of time and skill required.
4
We will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
5
We will give our clients the same service we would give to ourselves in the same circumstances.
Our Philosophy: Process with Purpose
We use a disciplined, systematic process that evaluates market trends daily. When indicators show downward pressure, we reallocate assets into more conservative positions like bonds. We don’t chase returns; we help you protect what you’ve earned.
It’s not about predicting the future. It’s about responding to what the data shows—because when the house is on fire, we get out.
Resources
Charles Schwab Client Login
Featured Links
Our Services
We work with clients who value discipline—retirees, families, and professionals who want to protect what they’ve built and grow with purpose.
What We Offer
Trend Analysis
We use technical indicators to determine when to reduce equity exposure.
Tactical Reallocation
We move assets to bonds or cash when necessary.
Ongoing Monitoring
We review market trends and indicators daily.
Comprehensive Financial Planning
While our core is tactical investment management, we also offer financial planning to align your strategy with your long-term goals. This includes:
- Portfolio Management
- Retirement Planning
- Income Distribution Strategy
- Risk Assessment
- Annual Reviews
Everything we do is designed to fit within a larger, purposeful strategy. We don’t believe in cookie-cutter portfolios; we believe in helping you protect your future.
Why Do Clients Choose Us?
We’re Tactical,
Not Passive
We respond to market trends instead of riding them down.
We Use a Math-Based Process
We move when the data tells us it’s time to move.
We Have Experience That Matters
We’ve helped our clients stay on course through every major market cycle in the past two decades.
Ready to Talk?
Let’s discuss your goals, your risks, and how we can help protect what you’ve built.
Phone
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