Premier Directions

Offered by PNC Investments

Premier Directions is a separately managed account (SMA) – a portfolio comprised of individual securities managed by a professional investment advisor focusing on a specific asset class or investment style.

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Key Features

Transparency and Tax-Efficiency

See your positions and potentially direct the manager to take gains and losses for tax efficiencies

You're in Control

You may be able to place reasonable restrictions on the types of securities in your account, according to personal preference

Customization

Select professional investment managers and strategies aligned with your goals, to build a custom portfolio


Overview

  • Minimum account size: $100,000
  • Work with a dedicated Financial Advisor to develop an investment strategy that meets your unique circumstances, timeframe and tolerance for risk
  • An investment manager actively manages your account, buying and selling securities at their discretion, but you have ownership of the securities in your portfolio
  • Select a professional investment manager suited to manage a specific portion of your overall investment portfolio
  • You may be able to restrict a manager from purchasing certain securities in your managed account
  • You may be able to reduce tax liabilities by directing the manager to take advantage of tax gains or losses where appropriate
  • Ongoing due diligence process and performance monitoring
  • Quarterly performance reports and monthly account statements

Important Legal Disclosures and Information

This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.

Important Investor Information: Brokerage and insurance products are:

Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value

Securities products, brokerage services and managed account advisory services are provided by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. Annuities and other insurance products are offered through PNC Insurance Services LLC, a licensed insurance agency.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.

PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.

PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.

Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.