A different kind of investment manager.
At its core, PCM remains the same family office from 1986. We are proudly investors by trade, not stock brokers.
For decades, PCM has mastered its small-cap value strategies. PCM Wealth allows us to bridge the gap, uniting our storied strategies with broader-market understanding to craft a wealth portfolio to fit your specific needs and ambitions.
40+
Year History
$1bn+
Assets Under Management
At the beginning of the process, we work with you to obtain a clear vision of your wealth goals, risk tolerance, and estate needs to establish tax-considerate, exposure-sensitive portfolios with which we can meet each of your individual needs.
PCM Wealth then walks alongside you with constant communication and portfolio transparency, ready for whenever you need to make a change.
Every aspect of your financial life is carefully tailored to fit your goals, values, and legacy.
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CPA
CPA
- Tax Preparation & Filing
- Tax Estimates
- Tax Advise
- Tax Loss Harvesting
- Cost Basis Review
- Roth Conversion
- Gifting
Bank / Lender
- Loan Reviews
- Cash Transfers
Bank / Lender
- Tax Preparation & Filing
- Tax Estimates
- Tax Advise
Custodian / Corporate Trustee
- Trust Management
Custodian / Corporate Trustee
- Distributions
- Custody of Assets
- Trust Administration
Insurance Agent
- Policy Review
Insurance Agent
- Life Insurance
- Health Insurance
- Medicare Supplements
- Long Term Care Insurance
- Property & Casualty Insurance
Attorney
Attorney
- Power of Attorney
- Legal Documents
- Legal Advise
- Living Wills
- Trusts
- Wills
- Asset Titling
- Estate Planning
- Estate Taxes
Private Capital Management combines decades of small-cap success with a deep, researched understanding of broader market trends and movements to craft a personalized, risk-conscious portfolio for each individual investor. Our team works hand in hand with your attorney, CPA, bank, corporate trustee, and insurance agent to ensure your personal wealth goals are met on every level and at your pace.
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