Personal and Small Business:
Personal and Small Business:
Corporate and Institutional:
Investing in securities, including the funds offered through Managed Accounts involves risk of loss that you should be prepared to bear. You are advised and should understand that:
Together with your PNC Investments representative, you'll select an appropriate asset allocation model based on your risk tolerance and investment objectives. These models are comprised of professionally screened mutual funds and ETFs, and are the foundation of the Capital Directions program.
Capital Directions® is a mutual fund and ETF-based asset allocation program that's tailored to your personal investment goals. It is structured to provide you with the benefits of professional management through a diversified portfolio of investments.
Minimum account size: $25,000
Are looking for the convenience of professional management and the personalization of a customized investment strategy.
$25,000
The PNC Asset Management Group has developed eight asset allocation models that have been approved by PNC Investments.
For pricing and fee information, please contact a PNC Investments professional.
Focus on the Road Ahead With a Flexible Financial Plan
Capital Directions Brochure
Premier Directions is a separately managed account (SMA) program that allows you to select individual investment strategies designed to address your specific investment styles and requirements. An investment manager with a well-defined investment philosophy and a proven process for asset selection will actively manage your account.
Premier Directions is a separately managed account program. You will work with a dedicated PNC Investments professional to select a strategy to meet your investment style and requirements.
Minimum account size: $100,000
$100,000
For pricing and fee information, please contact a PNC Investments professional.
Focus on the Road Ahead With a Flexible Financial Plan
Premier Directions Brochure
With a Strategic Directions account, you have the ability to invest in professionally managed individual securities (Separately Managed Accounts, or SMAs), mutual funds and ETFs. These investments come together in a customized portfolio specific to your financial needs and goals.
Strategic Directions is a flexible, unified managed account program. It offers a comprehensive investment solution designed to meet your goals, time horizon, and risk tolerance. This may include a combination of professionally managed portfolios, mutual funds or ETFs.
Minimum account size: $250,000
$250,000
For pricing and fee information, please contact a PNC Investments professional.
Focus on the Road Ahead With a Flexible Financial Plan
Strategic Directions Brochure
We can help you choose the account that's best for you. Call today to schedule an appointment.
By phone
855-762-4683
Mon - Fri: 8am - 7pm ET
Sat: 9am - 4pm ET
Complete the contact form to have us contact you.
855-762-4683
Mon - Fri: 8am - 7pm ET
Sat: 9am - 4pm ET
This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.
Important Investor Information: Brokerage and insurance products are:
Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value
Securities products, brokerage services and managed account advisory services are provided by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. Annuities and other insurance products are offered through PNC Insurance Services LLC, a licensed insurance agency.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.
PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.
PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.
Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.
