"Providing quality investment management
services since 1981"
investment and wealth management services is the primary goal
of our firm. Our
money managers strive to maintain consistent performance through
our conservative portfolio management philosophies. These philosophies
are designed to enhance performance in various economic environments.
Portfolio managers are available to discuss any questions you
may have regarding your investment
It's only natural to have questions concerning
the management of your money. At Portfolio Capital Management, our
investment advisors are available to answer any questions you might
have about your portfolio. Throughout the year, we maintain a high
level of communication with our clients through personal
visits, telephone calls, timely reports and personal letters.
During client meetings, we review portfolio performance, discuss
the economic and
investment outlook and
plan tax strategies. In addition, we take the opportunity to
re-examine your overall investment objectives as some goals are
met and others come into focus. Furthermore, we send you a detailed
investment review quarterly. This review includes the cost basis
of all securities, the current market value, projected annual income,
yields, capital changes, a purchase and sale report, and investment
performance results measured on a total return basis. Essentially,
we believe good client
communication and prudent investment decisions are fundamental
to a long-term relationship.
us in Charlotte, NC.