Asset Management

Developing and executing an investment strategy that encompasses every aspect of your financial life can be challenging, particularly when you have substantial assets and sophisticated needs.

Contact us today at one of our convenient office locations for more information. With offices and branches in 16 states and Washington, D.C., you will receive close personal attention from PNC Wealth Management®'s seasoned professionals.

Call Us:
888-762-6226
M-F: 7 am to 10 pm ET
Sat & Sun: 8 am to 5 pm ET

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PNC Wealth Insight®

We asked our clients how we could improve their wealth management experience.  We built PNC Wealth Insight based on what we heard.



Investment Management

Investment management is a significant component of our comprehensive wealth management offering, and we take a highly personal and customized approach to managing your money.


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Investment Strategy

Based on an understanding of your needs developed through a series of personal meetings, we'll devise a strategy that takes your concerns into account to help to achieve your financial goals.


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Portfolio Risk Management

Our integrated investment approach places a strong emphasis on risk management, as the amount of risk you choose to assume may be the one aspect of investing that is within your control.


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Strategies for Concentrated Equity Positions

Holding a concentrated investment portfolio is inherently risky. Some investors, particularly company executives who are compensated in part with shares, can end up with very large positions in one stock.

If you have a large equity position and would like to diversify your holdings, we offer a number of strategies that can help you reduce your exposure.


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Important Information and Disclosures

The PNC Financial Services Group, Inc. (“PNC”) uses the name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and uses the name PNC Wealth Management® to provide certain fiduciary and agency services through its subsidiary, PNC Delaware Trust Company.  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 of FINRA and SIPC.  Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs.  A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates.  PNC does not provide legal, tax or accounting advice and does not provide services in any jurisdiction in which it is not authorized to conduct business.  PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act ("Act").  Investment management and related  products services provided to a “municipal entity” or “obligated person” regarding "proceeds of municipal securities" (as such terms are defined in the Act) will be provided by  PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.

 

"PNC Wealth Management" and "PNC Wealth Insight" are registered trademarks of The PNC Financial Services Group, Inc.

 

Investments:  Not FDIC Insured.  No Bank Guarantee.  May Lose Value.

Insurance:  Not FDIC Insured.  No Bank or Federal Government Guarantee.  Not a Deposit.  May Lose Value.