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Investment Management Solutions
Strategic Portfolio Management
At PNC Wealth Management®, we 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.
Our Approach
At PNC Wealth Management®, we recognize that helping to achieve our client’s goals and aspirations is as important as market performance. Families of wealth have increasingly begun to embrace a responsibility that extends beyond themselves and their families. They are choosing to express their personal values through their investments. The PNC Integrated Approach® focuses on helping families find a prudent combination of risk and return that also aligns investment goals with their values.
PNC Wealth Management's 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
PNC Wealth Management’s Investment Advisors understand that every client’s goals and risk tolerances are unique. We take a personalized approach with each client by working through our six-step process, to help maximize financial success.
Step 1:
Understand Your Goals & Objectives
Your PNC Wealth Management Investment Advisor consults with you to understand your special needs, time horizons, investment preferences, goals, and how much risk you’re willing to assume to help achieve those goals. 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 use our knowledge and analytical techniques to construct a portfolio that’s designed to align with your goals and investment objectives. For those who choose to express their personal values through their investments, PNC Wealth Management is also equipped to implement Responsible Investing solutions.
Together, we will develop 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 you 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 Wealth Management Investment Advisors build your custom portfolio by selecting investments from a broad array of investment products that are designed to help give you the best chance of achieving your goals. We combine our investment strategy capabilities with exceptional investment solutions that have been carefully vetted through our stringent due diligence process.
Your Investment Advisor will regularly 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 Wealth Management 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 Exceptional Investment Solutions
PNC Wealth Management 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 appropriate 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 built to provide a more informative, transparent and collaborative approach to your wealth.
Putting You First
Our Commitment. Your Legacy.
Earning the privilege to be your trusted advisor is not something we take lightly. So no matter where you are in life, we are committed to helping you make decisions today that will shape the future you want tomorrow.
Important Legal Disclosures & Information
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. 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 Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC Wealth Management,” is a registered mark of The PNC Financial Services Group, Inc.
Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).
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.
Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.
