"Providing quality investment management services since 1981"

• Founded in 1981 by R. Hatten Hodges and Marc J. Durica to offer quality investment management with a higher level of personal service.
• Registered Investment Advisors since 1981 located in Charlotte, NC.
• 75+ years of combined experience serving a wide range of client needs.
• Exclusively in the business of investment management, Portfolio Capital Management has over $400 million in assets (discretionary and non-discretionary) under management.
• Investment services provided to Individual Accounts, Individual Retirement Accounts, Pension Plans, Profit Sharing Plans, Endowments, Foundations and a special advisory service to Bank Trust Departments.

Providing quality 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 management needs.

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-termrelationship. Contact us in Charlotte, NC.