Personal Finance
Personal Finance
Separately Managed Accounts

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In an increasingly complex financial environment, we believe no single asset manager can excel across all asset classes and investment styles. Through our PNC Integrated Approachsm to wealth management, we believe you can benefit from a comprehensive, personalized investment program that gives you access to a broad range of managers across the spectrum of asset classes and investment styles.

Institutional Expertise for Individual Investors

Traditionally, the independent managers we select have provided their services only to large institutional investors. As a client of PNC, you gain access to an institutional level of service and expertise at a lower account minimum.

Benefit from Direct Ownership of Securities

Separately managed accounts include individual securities that you own directly. Direct ownership allows more customization - for example, you may restrict investment in securities that you may not want to hold for ethical reasons. Because you own the individual security, you can also work with your advisor to manage capital gains and losses in order to optimize your tax situation.

Why should you consider a separately managed account with PNC?

In addition to personalized management from an advisor who strives to understand your goals and aspirations, you'll benefit from our relationships with best-in-class managers, ongoing monitoring and review by your personal account manager, and comprehensive performance reports as well as portfolio analytics and a single consolidated statement.

Our PNC Integrated Approach can help you access the most sophisticated investment management capabilities with ease.

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