Your Own Personal Mutual Fund

When You Retain Us to Manage Your Investments, It Is Like Having Your Own Personal Mutual Fund

When we first begin a relationship with a new client, the client fills out our investment risk questionnaire.

The results of the risk profile helps you to fill in your personal Investment Policy Statement, (IPS), where you tell us what your goals are for your investment accounts.

Our three asset allocations look like a mutual fund, but just for you.

You can read more about how we select the technology stocks for the more active part of your investment account.

If this approach to managing your investment accounts seems better than your current strategy, then please contact us, and tell us more about your goals.

PCM manages personal family accounts, business accounts, trust accounts, and retirement plan assets.

Laurie Thomas Vass

919 975 4856