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Poehling Capital Management, Inc. (PCM)

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Poehling Capital Management, Inc. (PCM)

Overview:

PCM is a registered investment advisery firm that provides comprehensive wealth management services covering the spectrum of financial planning, estate planning, and investment management. As an alternative to Wall Street-based firms, we serve a niche for those who desire integrity, independence, and personal attention.

There are many key considerations when selecting a wealth management firm to help guide you through the maze of financial decision making. These are: (1) Does the firm have the expertise to deal with the complex issues that your situation will present? (2) Will the firm be able to deliver the services you will need into the future? (3) Can the firm provide access to all the services, products, and ideas that you will need? (4) Will the firm provide you with the necessary education to make informed decisions? (5) Will the firm take a deep interest in building a relationship that fosters the establishment of realistic financial goals and the continuity of planning into the next generation of your family?

Benefits

When you choose PCM to be your trusted adviser, you will find that these benefits truly set us apart:

•Fiduciary Responsibility: As an SEC-registered investment adviser, we have a legal obligation to act in your best interests. We operate under the rules of full disclosure, which means that we openly and honestly share with you our investment process, fee structure, and the backgrounds of key personnel.

•Fee-Only Structure: PCM is not incentivized by commissions and thus does not have a bias towards any particular class of asset, product, or company. Our financial interests are completely aligned with yours, as our compensation is based on the level of assets we manage.

•Comprehensive, Integrated Wealth Planning: Our firm provides state-of-the-art, global investment solutions across multiple asset classes, as well as depth and sophistication in addressing the most complex aspects of wealth management. We work closely with our clients’ legal and tax teams to perform our services in a cost-effective and tax-efficient manner.

•Proficiency in Security Analysis: Members of our team are educated and experienced in the field of security analysis. This allows us the insight necessary to perform our due diligence function regarding the selection of securities within your investment portfolio. Our ability to assess risk on your behalf is enhanced by our continued monitoring and analysis of securities and the financial markets.

•Cohesive Team Structure: Many investment professionals work in isolation and are therefore solely responsible for marketing their services, conducting their internal operations, managing their clients’ portfolios, and managing their client relationships. Each PCM team member has specialized expertise and responsibility, and we work together for the benefit of our clients. This structure is extremely beneficial in addressing our firm’s succession plan, and our obligation to helping you and your family indefinitely into the future.

Toll Free: +1 800 969 2208

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