Trusted financial advisor | Fiduciary Wealth Manager | Passive Investing

Our success at PCM is grounded in our clients and success. Each client’s investment strategy is guided by an ongoing understanding of their unique values, goals, and objectives. We first listen to our clients’ needs and goals before developing portfolios.

We are a fee-only advisor. We do not accept commissions or other types of compensation from investment product companies, nor do we invest in products with sales loads or 12b-1 fees. This ensures our interests are aligned with those of our clients. Our fees are “all-in”, meaning that investment advising is only one part of our offering, we also provide financial planning, tax and estate planning coordination, and financial education for clients and their families.

Investment Principles to Build & Preserve Wealth

Our founders, Scott Reinhardt and Jonathan Farber, accumulated over 3 decades of experience on Wall Street at reputable firms, including Alex Brown and Sons, Deutsche Bank, and Wachovia Securities. During this time, they gained valuable first-hand experience by observing the inner
workings of the financial industry and honing their understanding of effective investment strategies.

Through this erudition, they embraced a transparent philosophy: PCM emphasizes simplicity over complexity. Scott and Jonathan believe that lasting success is rooted in real-world insights and using history as our guide, rather than chasing fleeting trends. PCM aspires to capture the
returns of the global capital markets with as little Wall Street frictional costs as possible, deliver exceptional service, and form long-term, lasting relationships as a trusted partner to our clients.

Disclaimer – Our founders left Wall Street to establish an Investment Management Firm focused on ethics and serving clients’ best interests, which is a clear contrast to the ‘values’ depicted in the Wolf of Wall Street.