Within this dynamic environment, PCA remains innovative. The firm has assisted clients in tackling investment, portfolio and policy issues with creative, independent perspectives. In so doing, PCA has had the opportunity to work closely with clients in developing special programs and tools, policies and new investment vehicles which have often been duplicated and incorporated into industry standards within the plan sponsor landscape.
PCA offers its clients a fully customized approach to services, as each client has unique goals, objectives and risk tolerance as well as an individual structure and staffing levels. Over the past quarter century, the firm has helped dozens of institutional clients, each with unique portfolios, governance structures and perspectives, navigate dynamic market conditions over multiple cycles.
PCA serves a mix of clients that include large public plan sponsors, endowments, Taft-Hartley funds and 529 college savings plans. Presently, PCA has 32 clients representing over $1 trillion in plan sponsor investment assets.