Talking to a client

Our Services

Our professionals work with individuals, trusts, foundations, institutions and retirement accounts. We customize investment portfolios to reflect the unique objectives and risk tolerance of our clients, based on an initial — and continuing — dialogue that guides us in the management of assets. With individual clients, we take the time to understand your needs as circumstances change. For institutional clients, we collaborate with boards and committees to achieve the dual missions of securing current needs while keeping an eye on the future of the organization.

The cornerstone of the firm’s investment process is research: fundamental, quantitative and technical. We use a vast array of electronic resources to supplement our in-house expertise. Our research process is reinforced by access to sophisticated industry analysis. We have found that successful asset management results from our collective personal experience gathered over numerous market cycles, in-depth analysis of the current markets, and a thorough understanding of the financial needs of our clients.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. PCM does not serve as an attorney, accountant, or insurance agent.  PCM does not prepare legal documents or tax returns, nor does it sell insurance products.

Personal Financial Planning


Retirement Funding

Education Funding

Cash Flow Analysis

Estate Planning

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