PNC Institutional Advisory Solutions®

 

A Consultative Approach - Customized Solutions

At PNC Institutional Advisory Solutions® we are experienced at providing competitive investment management and administrative services to middle-market corporations, unions, municipalities, and nonprofit organizations. Our commitment is to know our customers and understand their needs, concerns and aspirations. We strive to form a lasting, productive relationship with our clients and provide a high level of client service.

When you work with us, you work with a dynamic team who collaborates to meet your needs. Led by an experienced advisor who acts as your liaison to extensive resources, your team defines and implements a tailored solution by following a disciplined process. With a focus on understanding your current and future needs, the team works tirelessly to help make your goals a reality.

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To learn more about how PNC Institutional Advisory Solutions® can help your organization complete our contact form.

Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Advisory Solutions® for discretionary investment management, trustee and other related services conducted by its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC. Standalone custody, escrow and directed trustee services and FDIC- insured banking products and services and lending of funds are also provided through PNC Bank. PNC does not provide legal, tax or accounting advice, unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.

"PNC Institutional Advisory Solutions” is a registered trademark of The PNC Financial Services Group, Inc.

Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.