Tampa, FL Office

PCM Encore serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans, offering family office services, comprehensive wealth management, financial planning, retirement plan advisory and outsourced CIO engagements. Clients enter written advisory agreements and the firm provides discretionary portfolio management as well as consulting on held‑away assets and employer‑sponsored plans.

The firm emphasizes diversified, long‑term portfolio construction and strategic asset allocation, favoring passive, low‑cost mutual funds and ETFs where the firm deems markets efficient and applying active managers selectively. PCM Encore integrates tax‑aware portfolio strategies (including Direct Indexing and tax‑loss harvesting where appropriate), uses independent managers and can recommend privately placed securities, exchange funds and private credit for qualified clients.

PCM Encore is notable for its scale and affiliated offerings: ten advisers manage roughly $2.045 billion in discretionary AUM (an above‑average AUM per adviser) and the firm operates multiple offices. The firm discloses affiliated entities—including PCM Kinect, a real‑assets investment manager that sources institutional‑quality real estate opportunities, and PCM Tax, a tax advisory and filing platform launched in October 2025—and treats client participation in affiliated investment or tax services as voluntary while disclosing the resulting conflicts of interest.