Your Path to the Peak
Most wealth managers design plans but outsource the trading. PnL does both. PnL combines high-level portfolio oversight with direct, specialized execution. This gives you greater agility, sharper risk management, and true alignment between your big-picture goals and daily market movements.
-Matt Lurvey
Your Trusted Advisor
After a rewarding career on Wall Street specializing in research and analysis, I transitioned from corporate banking to pursue a more focused path in investment research, analysis, and trading in addition to wealth management. In 2020, my wife and I committed our own capital to pilot a private fund, allowing me to refine my strategy and investment approach in a real‑world, fully accountable environment.
Following five years of strong performance and disciplined execution, I launched PnL Investments in September 2025. Today, I provide institutional-grade investment analysis, advisory services, and active trading, supported by a research‑driven approach shaped by years in institutional finance.
For those seeking a broader financial framework, I also offer a comprehensive financial planning package designed to help clients make informed, strategic decisions—including tailored investment allocation recommendations aligned with their long‑term goals.
I provide total portfolio oversight, from strategy to direct trade execution. If you’re seeking a thoughtful partner who treats your goals with the same care and discipline I bring to my own investments, please click here to email me. I look forward to meeting you.
About PnL Investments
End-to-End Wealth Management: PnL doesn't just build your portfolio; PnL actively manages and executes every trade with precision.
Financial Planning
& Consulting
At PnL Investments, financial planning is about creating a clear, thoughtful path toward your goals. Drawing on my background in research and analysis, I provide planning and consulting services that support every stage of your financial life—including asset allocation, investment strategy, cash management, retirement planning, education funding, estate considerations, and wealth transfer.
Whether you’re looking for comprehensive roadmap or focused guidance in a specific part of the journey, I’m here to help you navigate your financial journey with clarity, discipline, and confidence.
Investment Management
At PnL Investments, advisory services are tailored to align with your unique risk profile and long‑term financial goals. My investment approach is grounded in disciplined risk management and shaped by years of institutional experience in corporate banking, where I specialized in deep research, market analysis, and data‑driven decision‑making.
I bring that same level of rigor to every client relationship—translating complex market insights into clear, strategic guidance. My goal is to help you make informed investment decisions that grow your wealth and strengthen your financial future.