• Customized and innovative solutions for specific objectives
  • Collaborative team approach
  • Risk-focused investment frameworks
  • Full-service, cost -efficient, and conflict-free consulting model

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Client Advocates

PCA is an employee-owned, conflict-free investment consulting firm - we stand by our clients and no one else.  From portfolio-specific advice, to representation in the broader industry, advocating for and on behalf of our clients is our only focus.

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Team: Who we are

PCA has assembled an experienced, knowledgeable, and diverse team of senior consultants.  PCA's client-facing professionals average over 20 years in the financial services industry.

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Risk-focused. Conflict-free. Fiduciaries.


From capital markets and managers to broader industry trends, PCA seeks to generate relevant and impactful research that directly benefits and assists our client base. PCA strives to translate sometimes complicated and esoteric investment information into easy-to-understand communications.

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Portland, Oregon

411 NW Park Avenue, Suite 401
Portland, OR 97209-3358
Map / Get Directions
Phone: (503) 226-1050
Fax: (503) 226-7702

New York, New York

48 Wall Street, 11th Floor
New York, NY 10005
Map / Get Directions
Phone: (212) 918-4783
Fax: (212) 918-4549