Private Capital Group
West Hartford, CT 06107
ABOUT PRIVATE CAPITAL GROUP, LLC
Private Capital Group serves the investment management needs of endowments, foundations, and charitable organizations by drawing on our broad wealth planning and management experience, robust technology platform, and research resources. Our independent investment management approach allows us to act solely in the best interest of your organization to deliver unbiased, objective investment management solutions.
- INVESTMENT PHILOSOPHY Our objective is to provide consistent, risk-adjusted returns to help grow and preserve your assets for the future.
- DIVERSIFICATION We help to build and preserve your wealth through well-constructed, diversified portfolios. Alternative investments*, if appropriate, may be strategically implemented as opportunities arise.
- INVESTMENT ANALYSIS We help add value by continuously evaluating high quality investment vehicles and managers for our clients.
- DUE DILIGENCE Our ongoing process includes monitoring account holdings, managers, and investment performance.
- All of your account information available to you online, at any time.
- Access to our web-based platform to view a record of every account transaction, examine asset allocations, and access your important personal financial documents.
- Monthly account statements and quarterly performance reports available online.
- Market Analysis
- Economic Review
- Aggregation Overview Report
- Benchmark Reporting
- Activity and Performance Summaries
- Summary of Current Holdings
|Ben Kille, CFP|