Strategies

 

It is human nature to desire a better life. Our nation was founded on the idea of individual freedom. This desire, and the freedom to pursue it, is what creates our free market system.

Indiviudal freedom is at the root of the free market. Historically, our freedom has endured and thrived, despite great threats against it. And, just like with our freedom, we have confidence the free market will continue to endure and thrive, just as it has always done.

Our belief is simple. Self-determination through the free market unleashes the ingenuity of the human spirit. This ingenuity creates a perpetual cycle of expanding wealth potential for all.

PCM understands that a well-thought-out plan is fundamental. This foundation must be established before objective and personalized financial advice and investment recommendations can be made. Our advisors create a plan that is unique to your situation and risk tolerance level, and then they craft and manage an investment strategy that is customized to your individual financial objectives.

We chose the Envision® process as our primary planning tool. Envision is provided by Wells Fargo Advisors Financial Network, LLC, the third largest full-service financial provider. The Envision process offers the tools and technology for us to discuss your life expectations, help decide on an appropriate investment strategy, track the progress, and reevaluate your approach whenever necessary.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC.

The discretionary portfolio services under the Private Investment Management (PIM) program lets the client delegate the day-to-day management of the account to the Portfolio Manager, who creates and manages customized investment strategies based on the client’s financial objectives.

The PIM Program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

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