Private Capital Management Associates, LLC Information

PCMA specializes in comprehensive investment management and customized financial planning. Investment Management – Our portfolio management team employs tactical, disciplined investment strategies to manage our clients' portfolios. We utilize distinct analytical tools to help us measure supply and demand in the broad financial markets and for individual investments. Our ultimate goal is to increase the value of portfolios in good times and to protect it when market conditions are poor. Financial Planning – In order to optimally manage our clients' portfolios, we must have a mutual understanding of their goals and concerns. During our initial meeting, we discuss their financial goals; we also explore the facts and figures of their current situation to identify the largest financial risks and options available to mitigate them. We follow up regularly to ensure that our clients are on track to meet their long-term goals and make adjustments as they progress. Client Services – In addition to our core services of investment management and financial planning, we provide you with a very accessible team of professionals, dedicated to helping our clients reach their goals as well as simplify their daily lives.