Portfolio Solutions

Offered by PNC Investments

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.

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For a limited time, get a cash bonus when you fund a new or existing PNC Investments Managed Account.

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Investment Offer

Key Features

Flexibility

Portfolio Solutions is designed to allow you to construct a portfolio tailored to your personal needs and goals.

Customization

Investors gain access to carefully screened and professionally monitored investments and portfolio managers.

Insight

Investors engage in personalized consultations to discuss investment preferences and work through ideas.

Overview

What Is It?

A comprehensive investment program that includes access to a carefully screened and monitored universe of investment options and third-party managers, allowing investors to pursue a specialized investment philosophy.

In terms of your investment philosophy, Portfolio Solutions – sponsored by PNC Investments – offers you access to two distinct options.

  1. You can choose a Portfolio Solutions non-discretionary wrap program, in which you will work directly with a PNCI Financial Advisor and remain involved in day-to-day investment decisions. 
  2. Alternatively, you may elect a Portfolio Solutions Strategist discretionary wrap program and utilize third-party money managers to make day-to-day portfolio decisions on your behalf.

 

What It Can Do for You

  • Allows you the flexibility to customize an investment strategy to meet your unique needs
  • Personalized investment advice and guidance from a PNC Investments Financial Advisor
  • Program provides for a diversified asset allocation and periodic rebalancing
  • Leverage a professionally screened list of investment managers and funds
  • Consolidated reporting for added convenience and efficiency, including: one monthly statement, one comprehensive performance report (quarterly) and one consolidated year-end tax summary
  • Tax awareness 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.

Pricing & Fees

For more detailed information regarding Portfolio Solutions, including fees and program minimums, please carefully review the Form ADV disclosure brochure.

 

Need More Information?

We're here to help. You can either:

Download our brochure for more details

Give Us a Call: 1-855-762-4683, or

Fill Out a Simple Form & a PNC Investment Professional Will Get in Touch

Associated Products & Services

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.

Learn More »

Capital Directions®

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

Learn More »

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.

Learn More »

Important Legal Disclosures & Information

Affiliates of PNC Investments receive compensation from some mutual funds used in Portfolio Solutions 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 objective will be achieved.

Risk Considerations
Investments in money market funds, like other mutual funds, are neither insured nor guaranteed by the U.S. Government, and there can be no assurance that a money market mutual fund will be able to maintain a net asset value of $1.00 per share.

International investing involves certain risks, such as currency fluctuations, economic and political instability, and potential foreign taxation. These risks may be magnified in emerging markets.

Asset allocation and diversification strategies do not assure a profit or guarantee against loss.

Investors should carefully consider the investment objectives, risks, charges, and expenses of mutual funds before investing. This and other important information is contained in each fund’s prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Alternative investing is subject to greater risk and may not be suitable for all investors. 

Fixed income investing is subject to interest rate and credit risk.

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.

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 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.