A complete list of active advisors currently associated with PCM Encore, LLC
Warmer can help you find a great advisor at PCM Encore, LLC or one who fits your needs even better.
PCM Encore provides financial planning, consulting and discretionary wealth management to individuals, trusts, estates, charities and business entities, including high-net-worth households. Its services include tax-aware portfolio strategies, portfolio management using mutual funds and ETFs, allocation to individual securities and private placements, use of Independent Managers, and an elective affiliated tax-planning platform (PCM Tax). The firm constructs tailored, long-term portfolios grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification and tax efficiency while favoring low-cost passive funds where appropriate and employing active managers selectively. PCM Encore also offers Direct Indexing through a PIMCO sub-advisory relationship, supports held-away account management via Pontera, and recommends private investments such as exchange funds and private credit when suitable. PCM Encore’s scale and structure are notable for a team firm: it reports roughly $1.74 billion in discretionary AUM across seven advisors and operates multiple offices, which is an uncommon footprint for peers. The brochure discloses a network of affiliated investment and holding entities and an affiliated tax platform (each identified as potential conflicts of interest), and the firm describes custodial relationships and a 10-basis-point custodial relationship fee arrangement that can affect platform services and execution.
To learn more about the advisors currently working at PCM Encore, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Aspen, CO
| 8
| |
Tampa, FL
| 8
| |
Midlothian, VA
| 21
| |
Folsom, CA
| —
| |
Aspen, CO
| 1
| |
Bellevue, WA
| 1
| |
Charlotte, NC
| 10
| |
Dallas, TX
| 8
|
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