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.
Primarily Individual Stocks and Bonds
Single Account Utilizing Third-Party Mutual Funds
Highly Diversified Utilizing Low-Cost ETFs and Mutual Funds