Disciplined portfolios built to compound across cycles.
We help you decide what to own, why, and how much — then keep that plan honest as markets and your life evolve.
Independent advice, no products sold, no commissions taken — just a portfolio you can articulate in one paragraph and defend in any environment.
PCF Investment Consulting is built for clients who treat capital allocation as a multi-decade discipline, not a quarterly trade. We design portfolios around clear objectives — capital preservation, growth, income, or a defined liability — and stress-test them against macro, liquidity, and concentration risks.
Our engagements are advisory and bespoke. We work alongside your existing custodians, accountants, and family office, providing an independent strategic layer that ensures every position has a stated thesis, exit logic, and place in the broader plan.
The result is a portfolio you can articulate in one paragraph and defend in any market environment.
Each capability is a defined sub-mandate with its own deliverables and approach. Open any one to see the detail.
Multi-cycle growth plans built around your time horizon, not the market's mood.
Independent oversight of an existing portfolio — what to keep, what to retire, and what's missing.
Reducing single-source risk across asset classes, geographies, and counterparties.
A written plan that sets the direction for capital across decades and generations.
Pick a stock, a starting date, and an amount. We'll show what a single position would have grown to — using month-end adjusted prices.
One ticker, one starting date, one number. Adjust below to see what disciplined exposure to a single name would have produced.
Illustrative — past performance is not indicative of future results.
Open the full calculatorNo proprietary products, no commissions, no placement fees. Every recommendation is judged solely on its fit to your policy.
You work directly with a partner-level advisor who underwrites every position — not a rotating analyst pool.
Assets stay in your name at your chosen custodian. PCF holds discretion only where you formally grant it.
Map objectives, liabilities, time horizons, and existing exposures.
Define an investment policy and target allocation with clear risk bands.
Implement through preferred custodians with disciplined position sizing.
Quarterly reviews, drift rebalancing, and adaptive thesis updates.
A technology founder concentrated in a single equity position needed to diversify $40M without triggering avoidable tax drag or signaling risk. We co-designed a written investment policy, a 24-month staged unwind, and a multi-asset target allocation built around their philanthropic and family obligations.
Details altered to protect client identity
Concrete outcomes our clients consistently realise from engaging PCF on this mandate.
A written investment policy you fully understand.
Diversified exposure aligned to risk tolerance and time horizon.
An institutional rhythm of review, rebalancing, and reporting.
No. PCF is advisory — assets remain at your chosen custodian under your name and control.
Engagements generally start at $1M+ in investable assets, though complexity matters more than size.
Transparent advisory fees disclosed upfront. No commissions, no product placement.
