Investment Management Solutions

Strategic Portfolio Management

At PNC Private Bank℠, 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.

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Our Approach

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.

Our 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 Private Bank’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 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 Private Bank 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 Private Bank 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 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 Private Bank 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 Private Bank 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. 

Important Legal Disclosures & Information

Important Information: At PNC we are committed to keeping you informed about any changes regarding our fiduciary status under ERISA and the Internal Revenue Code, as applicable, with respect to certain services we provide to IRA accounts. Learn More »

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Private BankSM, PNC Private Bank HawthornSM, and Hawthorn Institute for Family SuccessSM 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 Private Bank,” “PNC Private Bank Hawthorn” and “Hawthorn Institute for Family Success” are service marks, of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. 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.

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