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Private Capital Management, Inc. - Personal Wealth Management Solutions

Private Capital Management, Inc. is a San Francisco Bay Area wealth management firm dedicated to serving successful and affluent individuals, families, corporate executives and business owners.

http://www.pcmwealthadvisors.com/

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CONTACTS AT PCMWEALTHADVISORS.COM

Private Capital Management, Inc.

Joe Ramos

900 Larks●●●●●●●●●ng Circle

Sut●●●240

Lar●●●pur , California, 94939

UNITED STATES

415●●●700
415●●●755
jr●●●●@pcmria.com

View this contact

Private Capital Management, Inc.

Joe Ramos

900 Larks●●●●●●●●●ng Circle

Sut●●●240

Lar●●●pur , California, 94939

UNITED STATES

415●●●700
415●●●755
jr●●●●@pcmria.com

View this contact

Private Capital Management, Inc.

Joe Ramos

900 Larks●●●●●●●●●ng Circle

Sut●●●240

Lar●●●pur , California, 94939

UNITED STATES

415●●●700
415●●●755
jr●●●●@pcmria.com

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Private Capital Management, Inc. - Personal Wealth Management Solutions | pcmwealthadvisors.com Reviews

https://pcmwealthadvisors.com

Private Capital Management, Inc. is a San Francisco Bay Area wealth management firm dedicated to serving successful and affluent individuals, families, corporate executives and business owners.

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1

Private Capital Management, Inc. - Science of Investing

http://www.pcmwealthadvisors.com/science-of-investing.html

Institutional Class Investing Utilizing Passive Investment Portfolio. Security prices reflect available information. Diversification reduces uncertainty. Concentrated investments add risk with no additional expected return. Risk and Return Are Related. Exposure to meaningful risk factors determines expected return. Portfolio Structure Explains Performance. Asset allocation along size, value, and market exposure dimensions primarily determines the results of a broadly diversified portfolio.

2

Private Capital Management, Inc. - Taxes

http://www.pcmwealthadvisors.com/taxes.html

We aim to keep taxes low on investment assets. Study after study has shown that people who buy and hold assets and minimize turnover do better than those who actively trade and have high turnover. Investing in a tax-managed investment vehicle can potentially increase the returns in the portfolio of an investor. We seek out tax-managed strategies that will help our clients in the top tax brackets. Assuming the tax-managed fund had minimal annual capital gains distributions.

3

Private Capital Management, Inc. - The PCM Team

http://www.pcmwealthadvisors.com/private-capital-management-team.html

Professionals are an elite group of financial consultants that bring with them an average of 19 years of experience providing solutions to high net worth clients. Joe Ramos, CFP. CEO and Sr. Wealth Advisor. He graduated from the Haas School of Business at the University of California, Berkeley, under full Academic Scholorship. Click here for full bio. Over 23 years of financial services and advisory experience. Named one of "Nation's 100 Most Exclusive wealth Advisor's" by Worth.

4

Private Capital Management, Inc. - Rebalancing

http://www.pcmwealthadvisors.com/portfolio-rebalancing.html

We aim to buy low and sell high. While this sounds like common sense, very few investors or money managers actually do this in as disciplined a way as we do. Most investors sell after a stock (or mutual fund) has fallen significantly and buy only when it hits a new high. We utilize cutting edge technology to rebalance client portfolios periodically, which prompts us to sell asset classes at higher prices and buy other asset classes at lower prices. 2014 Private Capital Management, Inc. Disclaimer.

5

Private Capital Management, Inc. - PCM Investment Philosophy

http://www.pcmwealthadvisors.com/investment-philosophy.html

Our investment philosophy is grounded in Nobel Prize winning academic research and the fundamental assertion that capital markets reward investors over the long-term for the risk they bear. We thus invest in a diversified set of global asset classes chosen to reduce risk while maximizing return. Diversification does not ensure a profit or protect against loss in a declining market. 2014 Private Capital Management, Inc. Disclaimer.

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Private Capital Management, Inc. - PCM Site Map

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Private Capital Management Site Map. Personal Wealth Management Solutions. Contact Private Capital Management. 2014 Private Capital Management, Inc. Disclaimer.

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