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.

Key Features


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


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


  • 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, including fees, pricing, and minimums, regarding Capital Directions, a discretionary wrap program sponsored by PNCI, please review the program's Form ADV Part 2A Disclosure Document.

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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