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.
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