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faq-icon.png Frequently Asked Questions

Here are the answers to common questions we receive from our clients at Private Client Group. 

  • Why should I choose PCG to manage my money?

    We realize that you have many options, but we feel that we partner with our clients to offer the most comprehensive services.   By focusing on the entire picture of tax, legal, and financial needs through our unique family office structure, we feel that we have a tremendous understanding of our client’s needs.  Also, PCG stresses individualized solutions with the ability to execute on any recommendations that fulfills their needs.  Finally, our blending of passive strategic investments with an active “tactical” approach creates a highly diversified portfolio with reduced portfolio volatility.

  • How do you get paid?

    We stress full disclosure as to how we are paid, making sure that our clients understand our fee structure, services, and any possible commissions.  PCG has a unique hybrid platform, offering maximum flexibility for our clients.  As a Registered Investment Adviser, we have a cost effective fee structure.  As a licensed broker, we can also focus on investments that have a commission.  Our philosophy stresses a “client centric” mandate, and doesn’t cater to excessive fees or commissions.  We partner with our clients to achieve success, putting their needs before anything else.  We don’t focus on any proprietary products, or higher fee investments.  It’s refreshing…the best advice at a fully disclosed price!

  • What are your qualifications?

    PCG employs a very experienced group of professionals, with over combined 50+ years of combined investment expertise.  Our team includes a Certified Financial Planner (CFP), MBA, Registered Investment Advisors (RIA), Certified Mutual Fund Consultant (CMFC), Certified Annuity Specialist (CAS), Certified Fund Specialist (CFS), a PhD in tax, and a Masters in Taxation.

  • Do you have a minimum account size?

    As we discussed, PCG places the client’s needs above everything else.  As most advisors are moving towards $ 1 million account sizes, we have the ability to service any needs.  Our financial and investment planning does consider account size as a variable, but we offer our best possible solutions in any situation.


Recent News

  • "CHA-CHA-CHANGES" ... Changes In The World Mean Changes Here at Private Client Group

    As I sit here on another packed plane with David Bowie’s 1972 song Changes streaming through my iPod, I cannot help to feel the similarities in today’s world.  The current, political, economic and financial changes have been striking as in the song, “turn and face the strange, cha-cha-changes.”   This past spring many of you watched Greece riot over change.  Their country was on the verge of bankruptcy and without the monetary support of EU it would have had to file bankruptcy.  Meanwhile the capital building of Wisconsin looks similar as union workers are being asked to pay more of their benefits.  The unions’ have conceded to these terms but are unhappy that their future ability to negotiate contracts maybe reduced.  As for the Middle-east; I will quote someone much more qualified, Ret. General Colin Powell.  At the recent TD Ameritrade conference Gen. Powell said, “the Middle-east is a powder keg, in which people are trying to better the lives of their children and some of these changes may not be friendly to the United States.”   I can’t help to believe that is the basic human condition; betterment of self, family, community and hopefully spirituality is what drives the world.

     

     

  • PCG forms partnership with United States Private Insurance Group in an effort to cross service each others customers.

    Private Client Group recently formed an alliance with United States Private Insurance Group located in North Scottsdale.  USPIG ( an entertaining abbreviation) is a recognized leader in providing property and casualty insurance, liabilty coverage, and specialized needs such as wine collections, mutiple homes and cars, jewelry, or even ransom insurance.  PCG strives to provide a comprehensive approach for our clients to coordinate all of their finacial, insurance, tax, and legal concerns.

     

  • Tim Moran, CEO of Private Client Group recently announced that we have more turbulent markets ahead

    Tim Moran, CEO of Private Client Group, is cautious about the market's as has been positioning clients for reduced volatility.  "A spiraling deficit, uneasiness in the Middle East, a nervous economy, and uncertainty about future interest rates and inflation has to be taken seriously," Tim recently mentioned at a client function.  "Just because things have been going up, isn't a reason to believe that everything is just fine.  I have learned over the years that when everyone is bullish, or overly optimistic, it is time to actually be cautious." said Tim.  "In my opinion, this isn't the time to be taking alot of risks, or swinging for the fences to hit home runs.  Sometimes it is best to just try to reduce risk, take some profits, and preserve what you have because we have seen what can happen to portfolios if the markets pull back or makes corrections!"  

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