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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.

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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

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.

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

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 objective will be achieved.

Funds available through PNC Directions are almost exclusively limited to funds managed by PNC Investments affiliates. As a result, the number and variety of investment options available through PNC Directions may be limited relative to other investment programs that utilize a larger universe of investment options.

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.

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.

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.

The PNC Financial Services Group, Inc. All rights reserved.