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Capital Directions®

Offered by PNC Investments

Capital Directions is a unified managed account program designed for clients who prefer to consolidate and manage investments in an efficient, single account structure.

 

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Key Features

Efficiency

Streamline the investing process by integrating separately managed accounts, mutual funds and ETFs in one account

Professional Approach

PNC Investments employs a disciplined asset allocation process and ongoing manager and fund due diligence

Convenience

Day-to-day investment decisions are made on your behalf by professional investment advisors


Overview

  • Minimum account size: $50,000
  • Comprehensive investment program may include a combination of separately managed accounts, mutual funds and ETFs
  • Allows you to simplify your portfolio by consolidating investments in an efficient, single-account structure
  • Program provides for a diversified asset allocation
  • Leverage a professionally screened list of investment managers and funds
  • Periodic portfolio rebalancing
  • Consolidated reporting for added convenience and efficiency, including: one monthly statement, one comprehensive performance report (quarterly) and one consolidated year-end tax summary
  • Tax management opportunities

Associated Products & Services

The following information may be provided by PNC Investments affiliates, including PNC Bank, PNC Wealth Management® or PNC Institutional Asset Management®:

PNC Directions®

PNC Directions is a mutual fund and exchange traded fund (ETF) advisory program designed for investors taking those first steps toward achieving their financial goals. This account makes the process of investing easy and accessible by utilizing mutual funds and ETFs managed by our affiliates and other non-affiliates.

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Individual Retirement Accounts (IRAs)

Using both an IRA and an employer-sponsored plan, such as a 401(k), provides the opportunity to invest more for your retirement.

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Life Insurance

For many, life insurance is a critical component of an overall financial plan, and selecting the right amount of coverage and policy type can be a challenge. As with all investments, it’s important to monitor life insurance policies to ensure they’re helping you to achieve your financial goals. PNC Investments can provide you with a no-cost policy review to help confirm you’re receiving the best possible value.

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Related Resources

How PNC Investments Does Business

Learn how PNC Investments does business, including our qualifications, business practices, fee schedules, and options for how you can work with us by reviewing our Client Relationship Summary, Overview of Products and Services and more. View Details »

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