What Makes PCM the Right Wealth Advisor? Goals.
PCM clients expect more of us, and we expect more of ourselves. As independent wealth advisors, we are free to act in the best interests of our clients and we only implement financial strategies aimed at accomplishing those.
PCM is made up of a team of Independent Financial Advisors with the common goal of providing the best financial advice to clients. Our Advisors are a community, led by some of the most successful advisors in the country, constantly seeking better financial solutions. Together, we are free to create a culture based on integrity, trust and teamwork. As true partners – with each other and with our clients – we are building PCM to put clients first.
We do not take custody of client assets. We are connectors, linking those assets to by large, financially strong and dedicated custodians that share our focus on integrity and transparency. We manage each client’s financial strategy to ensure each custodian is acting in a way to help reach our client’s goals.
We are highly selective about the advisors we invite to join us. They must have a demonstrated track record of success with capital preservation of the cornerstone of their success. They must share our commitment to building a client-centric wealth advisory focusing on one goal: low risk, low volatility, successful investment solutions. Being an advisor with Precision isn’t just a job title, it’s a denotation of excellence that each advisor strives to meet with every client.
Wealth advisory is our sole business. We are not owned by an investment or commercial bank. We do not create or sell proprietary products. This focus, and our independence, enables our advisors to concentrate exclusively on understanding and meeting our clients’ unique needs with the best possible solutions. There are no ulterior motives. There are no hidden agendas. There is the simple goal of acting in the best interest of each and every client.
Independent Investment Solutions
We offer access to a wide range of investment and advisory solutions. The cornerstone of our success is our goal of capital preservation with low risk, low volatility solutions because we believe that you don’t have to lose in order to gain. As independent wealth advisors with no proprietary products, we are free to search the world for the right investments that meet each client’s unique requirements, and with our Precision advisor community, we have the resources to do just that.