Institutional Asset Management

 

A Consultative Approach - Customized Solutions

At PNC Institutional Asset Management we are experienced at providing competitive investment management and administrative services to middle-market corporations, unions, municipalities, and non-profit organizations. Our commitment is to know our customers and understand their needs, concerns and aspirations. We strive to form a lasting, productive relationship with our clients and provide a high level of client service.

When you work with us, you work with a dynamic team who collaborates to meet your needs. Led by an experienced advisor who acts as your liaison to extensive resources, your team defines and implements a tailored solution by following a disciplined process. With a focus on understanding your current and future needs, the team works tirelessly to help make your goals a reality.

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To learn more about how PNC Institutional Asset Management can help your organization, contact us at 877-636-9707 or complete our contact form.

 

Investment Management

We believe a key to successful investing is to employ a consistent, disciplined process over time. Your objectives are carefully considered and strategically matched to an optimal asset allocation. We offer an open architecture platform of proprietary and non-proprietary options designed to meet the needs of institutional investors. Recognizing that each client situation is unique, we employ industry tools to analyze your cash flow requirements and portfolio objectives. The result is a comprehensive and dynamic customized investment solution that effectively manages risk. 

Defined Benefit Plan Services

Trustee and Custodian services,  investment management, operational reporting - along with Internet access for investment professionals.

Defined Contribution Plan Services

We offer non-discretionary trustee services, daily record-keeping and administration, educational services and an array of investment options in a single-bundled package called Vested Interest®. There are additional solutions for plans for executive management and select highly-compensated employees, and for Taft-Hartley plan clients focused on providing services to unions and their members.

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Non-Profits

We make it easy for you to balance your fiduciary responsibilities with your core philanthropic mission. Comprehensive investment management and administrative solutions enable you to better allocate internal resources and focus on your mission. We design customized investment solutions to help increase the likelihood that you achieve your goals. A focus on disciplined risk management helps decrease volatility, maximize returns and ensure fiduciary compliance.

To learn more about our planned giving capabilities, click here.

Escrow Services

We serve as escrow agent for attorneys, corporations, business ventures, government agencies, insurance providers and others in a broad range of transactions. We generally service real estate sales, business acquisitions, good faith deposits on purchases of securities or chattels, government contracts, deferred compensation, insurance awards and trusts, environmental cleanup funds, litigation and court settlements, and other types of contractual arrangements where assets are held until fulfillment of specific conditions.

Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management℠ for the various discretionary and non-discretionary institutional investment activities conducted by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, a registered investment adviser (“PNC Capital Advisors”). PNC Bank uses the marketing names PNC Retirement Solutions℠ and Vested Interest® to provide non-discretionary defined contribution plan services and PNC Institutional Advisory Solutions℠ to provide discretionary investment management, trustee, and other related services. Standalone custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also provided through PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC does not provide investment advice to PNC Retirement Solutions and Vested Interest plan sponsors or participants. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.

“Vested Interest” is a registered trademark and “PNC Institutional Asset Management,” “PNC Retirement Solutions,” and “PNC Institutional Advisory Solutions” are service marks of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

PNC General Disclsoure