Here at PCMG, you are more than just a number. We want to get to know you on a personal level so we are better able to understand and implement your investment goals. Every person’s wants and needs are different, and so here at PCMG, we believe every client’s portfolios should be unique to them and them only.
Our Investment Focuses:
- • Advisor Availability
- • Valuing Customer Relationships
- • Continuing to Build a Personable Staff
- • Maintaining and Upgrading Personal Client Websites
1) Introduction: We are constantly looking at and reviewing current market conditions and obstacles incorporated in the investment world to stay current with our disciplined investment approach.
2) Discovery: Our first meeting will be primarily focused on getting to know about you, your goals, financial goals/objectives, and your tolerance for risk.
3) Solutions: Once we understand your primary goals, we can develop a customized investment plan that fits your needs.
4) Implementation: Our second meeting will be focused on explaining our developed approach and making sure you understand our recommendations. Should you choose to move forward, we will immediately begin setting up your desired portfolio.
5) On-Going Review/Monitoring: Once your account has been set-up, we will continue to monitor your investments to make sure you stay aligned with your long-term goals.