PCMA PartnerUP™ Program

Helping wealth Advisors grow their practice and protect aum

Experience total wealth management for your accomplished clientele

The number of mass affluent and high net worth households is growing and so are the complexity of their needs. Consider private client lending as part of your comprehensive approach to wealth management.

With lending solutions from PCMA Private Client Lending, you can go beyond helping clients protect and grow their wealth and start putting it to work.

We partner with your enterprise to help you meet your clients’ liquidity needs, real estate purchases and support their other financial goals. With PCMA’s proprietary lending solutions, you can create a distinct value proposition for affluent clients and expand new channels for growing your business.

learn more about our PROGRAM

KEY BENEFITS

  • Deepen Relationships

    Serve as a resource for your clients’ credit needs.

  • Retain Investments

    Help keep investment strategies intact and on track, rather than liquidating securities.

  • We don't compete for the client

    We protect them.

  • Accumulate Assets

    Manage both sides of your clients’ balance sheet to strengthen relationships and bring in and gather additional assets.

  • Increase Flexibility

    ssist clients with achieving complex financial planning and business goals.

  • Deliver Comprehensive Wealth Management

    Strengthen your position as a wealth manager.

Become a partner

We partner with you to grow your business.