The investment consulting services of the Private Consulting Group give you and your advisors access to innovative strategies developed exclusively for PCG’s select clientele. Our extensive network of professional contacts has allowed us to assemble a core team of forward-thinking specialists focused on offering solutions that balance risk and return, while providing wealth-building opportunities.
PCG and its investment consultant partners have designed a method of selecting and combining superior investment managers into diversified portfolios for measureable return. We call this concept Complementary Genius. Based on Returns Based Style Analysis, these managers are chosen for performance, and skill in reducing exposure during less favorable market conditions. Complementary Genius strives to acheive a balance between portfolio growth potential and reduced market risk.
We work as true partners with PCG Managing Directors, clients and their advisors. Our investment professionals begin with a thorough exploration of the client’s investment parameters and tolerances. Then, PCG’s investment consultants design a portfolio that reflects the client’s philosophy. All recommendations and decisions are made within a tightly-coordinated loop that rewards clients with the best strategies and expertise of all partners.
As a PCG client, you have access to separate account managers who continuously monitor the health of your portfolio. The goal of the account manager is to ensure performance stays within your tolerance for risk, while providing the potential for return-rich profile you desire.
Because PCG has chosen such an elite group of investment managers, we have confidence in their ability to meet or exceed the investment guidelines you establish for your portfolio. With oversight from PCG professionals, your portfolio is managed according to your instructions. Your interests and priorities are professionally managed while freeing you from the need to approve every transaction. At the same time you can stay informed and involved regarding your portfolio activity through timely and appropriate communications.
Unaware of compliance regulations established by state regulators, most business owners fail to perform even the most basic actions necessary to safeguard their corporation and private assets from frivolous creditors, lawsuits, and liens. Most professional advisors on the other hand, lack the resources and tools to effectively protect their clients on an ongoing basis. Developed through a strategic partnership with Open Finance Network and Safe Stream LLC, PCG is able to offer its clients liveOffice. PCG liveOffice is designed to provide comprehensive portfolio reporting providing oversight to ensure your financial records are perpetually up-to-date. PCG liveOffice also provides you with the necessary tools to keep your business in compliance with state statutes, keeping your corporate veil in tact while allowing you to focus on the day-to-day activities of your business.
PCG endeavors to provide you with investment consulting services delivered in an objective, unbiased environment.