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PCA Investment Advisory Services, Inc. offers a way to simplify your investment portfolio management. We work with Fidelity Investments® to deliver a robust professional advisory solution for individual investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals.
Our solution includes access to a full brokerage account with options, including but not limited to mutual funds, ETFs, stocks, bonds and individual placements.
Our tested approach to retirement savings management utilizes financial tools to create a comprehensive plan based on your client’s income, investment growth, and retirement goals. We help you work efficiently with Plan Sponsors and Participants. As a proud member of the Alliance Benefit Group, we provide local, individualized retirement services with the resources of a large, national organization. Our trusted network aid in the development extensive and thorough retirement planning.
PCA Managed Portfolio Solutions Offers:
Your PCA Investment Advisor’s Role
Your investment advisor is responsible for creating your financial plan and your investments based on your goals and objectives. PCA Investment Advisory Services has engaged with Fidelity Investments as the trading platform to provide software and support services that PCA utilizes in serving clients wealth management needs. Your PCA investment advisor is independent, and not affiliated with, sponsored, or endorsed by Fidelity.
PCA Investment Advisory Services
- Independent Registered Investment Advisor (RIA) with No Proprietary Investments
- Custom, goals-based portfolios
- Investment selection and asset allocation
- Portfolio construction utilizing low -cost ETFs, institutional mutual funds, and individual security management available
- In-depth financial planning solutions through eMoney
- 401(k) account rollovers to IRA
- Establish taxable investment account
Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with Pension Corporation of America (PCA). Fidelity is a service provider to PCA. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1227308.1.0
Please call us at 1-800-848-5848 from 8am-6pm, EST M-F for additional questions. We make every attempt to respond to requests in 24-48 hours.
Let us know if you need assistance accessing your account!
Disclaimer: Please note that the material presented is for informational purposes only, is general in nature, and is not intended to and should not be relied upon or construed as legal, financial, or investment advice regarding any specific issue or factual circumstance. Reproduction, copying, or distribution of these materials is prohibited without the express written permission of PCA. The information is presented “as is” without warranty of any kind, either express or implied, including without limitation, warranties of merchantability, or fitness for a particular purpose. Your use of this material is at your own risk and PCA assumes no liability or responsibility for any errors or omissions in the content. Although every reasonable effort is made to present current and accurate information, PCA makes no guarantees of any kind and cannot be held liable for any outdated or incorrect information. Under no circumstances shall PCA be liable to you or any other person for damages of any amount or character arising from your access to, or use of, this material.