Private Capital Group

ABOUT PRIVATE CAPITAL GROUP, LLC
Private Capital Group serves the investment management needs of endowments, foundations, and charitable organizations by drawing on our broad wealth planning and management experience, robust technology platform, and research resources. Our independent investment management approach allows us to act solely in the best interest of your organization to deliver unbiased, objective investment management solutions.

OUR CONSULTATIVE PROCESS
Our process begins with a thorough analysis or development of your organization’s Investment Policy Statement. This sets the foundation for the underlying asset allocation, investment research, and selection and portfolio reporting requirements.

INVESTMENT MANAGEMENT
Private Capital Group’s four core investment management principles make up the foundation of how we successfully build and protect our clients’ wealth:

INVESTMENT PHILOSOPHY
Our objective is to provide consistent, risk-adjusted returns to help grow and preserve your assets for the future.

DIVERSIFICATION
We help to build and preserve your wealth through well-constructed, diversified portfolios. Alternative investments*, if appropriate, may be strategically implemented as opportunities arise.

INVESTMENT ANALYSIS
We help add value by continuously evaluating high quality investment vehicles and managers for our clients.

DUE DILIGENCE
Our ongoing process includes monitoring account holdings, managers, and investment performance.

TRANSPARENCY
Today, even more than ever before, it’s important to know how your assets are being managed. At Private Capital Group you can be assured that you will have:

  • All of your account information available to you online, at any time.
  • Access to our web-based platform to view a record of every account transaction, examine asset allocations, and access your important personal financial documents.
  • Monthly account statements and quarterly performance reports available online.
  • Private Capital Group is an independent, Registered Investment Advisor with the SEC and assumes fiduciary responsibility for client portfolios.

REPORTING

Depending on your communication channel preference, your Quarterly Report is mailed or available online. This in-depth report summarizes the activity of all of your accounts and strategies including:

  • Market Analysis
  • Economic Review
  • Aggregation Overview Report
  • Benchmark Reporting
  • Activity and Performance Summaries
  • Summary of Current Holdings
Skills

Posted on

May 25, 2017

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Locations

Connecticut

135 South Road
Farmington, CT 06032

877-708-2646

Rhode Island

600 Putnam Pike
Suite 10A
Greenville, RI 02828

401-588-2570

Marlborough, MA

5 Mount Royal Avenue
Suite 210
Marlborough, MA 01752

508-481-0028

Springfield, MA

1 Federal Street
Building 100
Springfield, MA 01105

800-388-9771

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