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Our focus is exemplified by financial advisors, who work with only the number of clients they can easily contact on a regular basis to discuss investment performance and strategy.
As a fee-based financial advisory group and fiduciary, PCM is bound by law to serve the best interests of our clients. As an independent firm, we never receive referral fees or brokerage commissions.
Our recommendations are unbiased and exempt from the corporate mandates common to many industry competitors, so we have the freedom to select top investment products. Meticulous attention to detail sets us apart as well.
We maintain direct and consistent contact with clients on a regular basis. Payne Capital Management financial advisors also provide a full financial checkup annually with each client in person to offer a clear and comprehensive portfolio analysis.
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