Engaging PCM


Our investment management work includes objective-based portfolio design and ongoing investment management of client portfolios and/or wealth management services that includes comprehensive, strategic, and ongoing financial planning.

Initial Engagement
We offer all prospective clients a complimentary consultation to see if you are a good fit for our services and we are a good fit for your needs.

Planning Meetings
After agreeing to work together, we will begin a series of planning meetings to map out your goals and objectives and create a road map to creating an investment portfolio or comprehensive wealth design plan.

Once a plan is in place, we will execute on all goals and objectives.

Ongoing Consulting
Our team meets weekly to discuss all of our clients needs and investments. The initial implementation of a plan is exactly that, just the "initial" implementation. Our Wealth Design Plans are based on goals that last a lifetime and beyond. We plan to be there.

We provide on-line access to a wealth design plan that is dynamically updated daily. This tool includes your balance sheet, budget, balances of all checking, savings, and brokerage accounts, real estate holdings, taxes, legal documents, "gap analysis", frequent flyer balances, and more.

Quarterly, or as needed, we meet with clients and deliver comprehensive reports detailing specific holdings, performance, and a current market review. PCM's success in helping investors achieve improved portfolio returns is driven by broad asset class diversification primarily through institutional low-cost enhanced index funds not directly available to individual investors.

As a PCM client, you will receive a clear understanding of risk and return, better organization and management of your financial affairs, and confidence that comes from peace of mind.

Monitoring & Reporting

All client information is strictly confidential and is never shared without the consent of the account holder or trustee or fiduciary. Please see our Privacy Policy for more information.