PNC Investments Advisor-Managed Accounts

Accounts Managed on Your Behalf

PNC Directions is a mutual fund and exchange traded fund investment advisory program designed for investors taking those first steps toward achieving their financial goals. Unlike other managed account services that may require a large, upfront investment, PNC Directions requires only a $10,000 minimum initial deposit for a portfolio consisting of mutual funds, or a $5,000 minimum initial deposit for a portfolio consisting of exchange traded funds.

Capital Directions is a flexible, unified managed account program where professionally managed portfolios are combined within a single account constructed to align with your investment objectives and risk tolerance. Investment advisors buy and sell ETFs, mutual funds, stocks and bonds on your behalf. Minimum account size: $50,000.

Portfolio Solutions is a flexible managed account experience. Investors can choose to work with a PNCI Financial Advisor to customize a portfolio, or select from approved third-party asset managers to pursue a specialized investment strategy.

You should understand that:

As with all investments, investing in securities offered through managed accounts involves risk.

  • Past performance is no guarantee of future results
  • Certain market and/or interest rate risks could adversely affect any investment, and could cause a loss in your account
  • The risk parameters that you provide your advisor are guidelines only; there is no guarantee that they will be met or exceeded
  • Shares of any particular fund may fluctuate in value and, when redeemed, may be worth less than their original cost
  • There is no guarantee that a target allocation or fund research recommendation will protect against loss of investment
  • The number and variety of investment options available through PNC Directions may be limited. (Degree of limitation will be relative to other wide-range investment programs.)

Important Legal Disclosures and Information

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.

View the PNC Investments Business Resiliency Planning Customer Disclosure.

This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.

This document contains information regarding trade away practices of investment managers in the PNC Investments managed account programs.

PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.

PNC Directions is a registered trademark of the PNC Financial Services Group, Inc. and is a proprietary product of PNC Bank, National Association.

Capital Directions is a registered trademark of the PNC Financial Services Group, Inc., and is a proprietary product of PNC Bank, National Association.

Affiliates of PNC Investments receive compensation from some mutual funds used in the managed account programs for providing investment advisory and other services.

Mutual fund shares are not deposits or obligations of, or guaranteed or endorsed by, any bank and are not federally insured by the Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Board, or any other agency. An investment in mutual fund shares involves certain risks, including the possible loss of principal. There can be no assurance that a fund’s investment objectives will be achieved.

Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.

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