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Investment  Management

Your PNC Wealth Management Investment Advisor will work with you to design a customized investment program that includes access to a broad array of investment solutions, a culture of risk management and ongoing insights and communications.

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Our Approach

At PNC Wealth Management®, we recognize that helping to achieve our client’s goals and aspirations are as important as market performance. The PNC Integrated Approach® focuses on helping you find a prudent combination of risk and return designed to help you reach your goals.

PNC Investment Advisors view risk management as a critically important component of our integrated investment approach. Effectively managing client, market, product, and portfolio risks can help protect our client’s against down-side returns while also helping them achieve desired returns.

The 6-Step Process

Step 1

Understand Your Goals and Objectives

Your PNC Investment Advisor consults with you to understand your special needs, time horizons, goals, and how much risk you’re willing to assume to get there. This consultation provides a stronger basis for understanding your objectives and investment goals – both short-term and long-term – and how they relate to your unique circumstances.

 

Step 2

Customize Your Investment Policy Statement

Once we clearly define your goals and objectives, we will use our knowledge and analytical techniques to construct a portfolio that’s aligned with your goals and investment objectives.

You will receive a personalized Investment Policy Statement that clearly documents your objectives, time horizon, asset allocation, and overall investment guidelines. This living, breathing document becomes our framework for helping to achieve your investment goals and our key reference point as we measure your progress. 

 

Step 3

Build Your Custom Portfolio with the Right Asset Allocation Mix

PNC Investment Advisors build your custom portfolio by selecting investments from a broad array of investment products that help give us the best chance of achieving your goals. We combine our investment strategy capabilities with best in class investment solutions that have been carefully vetted through our stringent due diligence process.

Your Investment Advisor will continuously monitor your recommended investment products to determine whether changes are needed in the choice of managers, investment options, or your asset allocation.

Investment products that we may consider for your portfolio include:

  • Mutual Funds
  • Exchange Traded Funds
  • Separately Managed Accounts
  • Limited Partnerships
  • Structured Notes
  • Individual Stocks and Bonds
  • Alternative Investments (for qualified investors)

 

Step 4

Manage Your Risk & Opportunities with Tactical Decision Making

Your PNC Investment Advisor regularly monitors and reviews your portfolio to find values and opportunities in the market, help keep your investment program aligned with your stated goals and investment objectives, and determine if any adjustments may be necessary.

 

Step 5

Provide Best In Class Investment Solutions

PNC Investment Advisors take an unbiased approach to investing by providing guidance regarding your asset allocations, tactical changes, and specific investment solutions. We perform extensive research and due diligence to determine the best in class investment solutions for you.

 

Step 6

Inform You of the Progress Towards Your Goals

As a PNC Wealth Management client, we will work with you to monitor your wealth, update you on our current investment strategies, and learn about important issues affecting your financial well-being.

We also want to hear from you so we are informed in the event that your goals have changed. We offer many ways for you to stay informed with us, including one-on-one client meetings, detailed portfolio reporting, market commentary and economic updates, informative publications and videos, and online technology (PNC Wealth Insight®) built to provide a more informative, transparent and collaborative approach to your wealth. 

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Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing 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 to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio 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 unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC 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 and 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 service marks 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.

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