Founded in 2006, we are an SEC-registered Investment Advisor building and managing stock and bond portfolios for individuals and institutions. Additionally, we serve as investment manager to three funds – a mutual fund and two private funds. As an SEC-registered advisor and as a fiduciary, PCM actively manages investment portfolios on a discretionary basis for individual and institutional investors utilizing equity, fixed income, and alternative securities. We have developed a practice that caters to the individual needs of our clients by delivering customized investment portfolios. PCM is part of the Pinnacle Family of Companies that collectively oversees $1.25 billion of client assets.