As an SEC-registered advisor and as a fiduciary, PCM actively manages investment portfolios on a discretionary basis for individual and institutional investors utilizing equity, fixed income, and alternative securities.
We have developed a practice that caters to the individual needs of our clients by delivering customized investment portfolios. PCM is part of the Pinnacle Family of Companies that collectively oversees over $2 billion of client assets.
Success for our clients is a result of a simple philosophy. When markets offer sufficient returns given underlying risk, it is appropriate to take on that risk to generate investment returns. When markets do not offer sufficient returns given underlying risk, it is appropriate to forego returns and, instead, strive to protect capital.
This philosophy applies to asset classes, sectors, as well as individual securities.
Download this brochure to see what we do for clients and what we offer investment professionals: PCM Capabilities
Asset management firms may tout their Portfolio Managers’ expertise. PCM offers direct access to our seasoned and disciplined Portfolio Managers, via telephone or even in person.