Separately Managed Accounts

Professional Management: Research, Investment Selection, Balancing, and Allocation performed by investment professionals

Fiduciaries: As Fiduciaries, we are legally required to manage client assets in their best interest, not our own.

Client Support: PCM Team members are available to work directly with clients, advisors, or trustees and other key personnel to answer portfolio management, strategy, and operational questions. Our size and location enable our decision-makers to meet and respond to you on all portfolio management, strategy, and operational issues.

PCM as a Single Manager

Primarily Individual Stocks and Bonds

Various equity/fixed income Asset Allocations according to agreement with FAs
Selection of researched positions
Periodic rebalancing

Multi-Manager Portfolio

Single Account Utilizing Third-Party Mutual Funds

Various equity/fixed-income Asset Allocations
Selection of mutual funds across various sectors seeking best-of-class participation
Periodic rebalancing

Broad Asset Allocation

Highly Diversified Utilizing Low-Cost ETFs and Mutual Funds

Various equity/fixed-income Asset Allocations
Significant level of diversification
Selection of ETFs and a few mutual funds
Periodic rebalancing
P-Core option includes alt. assets to further broaden diversification

Ideal for Clients Who:

Prefer individual stocks
Prefer a single strategy/approach
Want to see all fees in account
Wish to take advantage of managing individual stock tax lots

Ideal for Clients Who:

Not interested in individual stocks
Prefer multiple managers and styles
Want diversification
Wish for higher-rated managers among various styles

Ideal for Clients Who:

Prefer broad diversification
Focused on low internal fund fees
Focused on capturing broad returns from asset classes as opposed to chasing near term benchmarks

PCM as a Single Manager

Multi-Manager Portfolio

Broad Asset Allocation

Ideal for Clients Who:

Ideal for Clients Who:

Ideal for Clients Who:

Interested in working with us?