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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
Additional Information
Investment Due Diligence
The due diligence process begins with a preliminary screening of industry databases to identify manager candidates and funds, subject to both quantitative and qualitative review. This review is conducted by PNC Bank's Investment Advisor Research team before being approved by PNC Investments' Investment Due Diligence Committee. The due diligence process continues with regular reviews of managers and investments available on our platform, such as performance monitoring against specific benchmarks, and an assessment of investment style consistency.
More Information
For detailed information regarding Capital Directions, a discretionary wrap program sponsored by PNCI, please review the program's Form ADV Part 2.
Associated Products & Services
The following information may be provided by PNC Investments affiliates, including PNC Bank, PNC Wealth Management® or PNC Institutional Asset ManagementSM:
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 offered 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 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.
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