pvtcapmgt.com

Private Capital Management Associates, LLC

We are doing the work we love –. So our clients can protect and pursue the interests they love. We manage your wealth and help plan your financial future – one informed decision at a time. We partner with people to improve their financial lives – and create peace of mind from not having to go it alone. We keep you informed and engaged with “On Our Radar” – our lively blog on financial topics and market trends. ON OUR RADAR (PCMA BLOG). New Arrival Encourages Scott to Follow PCMA’s Advice. August 5, 2015.

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Private Capital Management Associates, LLC | pvtcapmgt.com Reviews

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We are doing the work we love –. So our clients can protect and pursue the interests they love. We manage your wealth and help plan your financial future – one informed decision at a time. We partner with people to improve their financial lives – and create peace of mind from not having to go it alone. We keep you informed and engaged with “On Our Radar” – our lively blog on financial topics and market trends. ON OUR RADAR (PCMA BLOG). New Arrival Encourages Scott to Follow PCMA’s Advice. August 5, 2015.

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1 schwab alliance

2 document vault

3 our team

4 our philosophy

5 our clients

6 our services

7 financial planning

8 investment management

9 juniper networks 401 k

10 salesforce 401 k

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Private Capital Management Associates, LLC | pvtcapmgt.com Reviews

https://pvtcapmgt.com

We are doing the work we love –. So our clients can protect and pursue the interests they love. We manage your wealth and help plan your financial future – one informed decision at a time. We partner with people to improve their financial lives – and create peace of mind from not having to go it alone. We keep you informed and engaged with “On Our Radar” – our lively blog on financial topics and market trends. ON OUR RADAR (PCMA BLOG). New Arrival Encourages Scott to Follow PCMA’s Advice. August 5, 2015.

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pvtcapmgt.com

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Juniper Networks 401(k) | Private Capital Management Associates

http://www.pvtcapmgt.com/juniper-networks-401k

PCMA is dedicated to giving you the information you need to make the most of your employer-sponsored retirement plan. We offer a free initial consultation to help you learn more about your plan and what strategies may work best for you. Here are Juniper Networks’ current plan investment options. If any recent changes to the plan are not reflected here, please email us at juniper401@pcma.us. American Funds Fundamental Inv. American Funds Capital Wd G/I. William Blair Mid Cap Growth. Fidelity Mid Cap Stock.

2

Our Team | Private Capital Management Associates

http://www.pvtcapmgt.com/our-team

Private Capital Management Associates (PCMA) is a Registered Investment Advisor founded in 2003 to meet the unique needs of clients in the San Francisco Bay Area. Our experienced and enthusiastic team of three wealth management professionals helps our clients protect and pursue their financial goals. We strive to offer a more intimate level of service than what you get from larger firms. Ryan Schwartz, CFA, CFP(R). Portfolio Manager and Strategist. And Mountain View as well as the surrounding communities.

3

Our Clients | Private Capital Management Associates

http://www.pvtcapmgt.com/our-clients

Our clients span a wide spectrum, from Silicon Valley executives to small business owners to retirees. Most have an investment portfolio of at least $500,000, some with investable assets totaling in the multi-millions. We believe that individuals who incorporate technical analysis in their own work will see the logic in the objective rules-based investing tools that we employ. We communicate efficiently and effectively – with clients determining how frequently they wish to meet or confer with us. At Priv...

4

Oracle 401(k) | Private Capital Management Associates

http://www.pvtcapmgt.com/oracle-401k

PCMA is dedicated to giving you the information you need to make the most of your employer-sponsored retirement plan. We offer a free initial consultation to help you learn more about your plan and what strategies may work best for you. Artisan International Sep Acct. Vanguard Total Retirement 2015. Artisan Small Cap Value. Vanguard Total Retirement 2020. Broad Market Bond I. Vanguard Total Retirement 2025. Dodge and Cox International Stk. Vanguard Total Retirement 2030. Dodge and Cox Stock. At Private C...

5

Our Philosophy | Private Capital Management Associates

http://www.pvtcapmgt.com/our-philosophy

Our deliberate style of wealth management has endeavored to help clients navigate through the best and worst economic swings of the past 30 years. Our focus is to grow wealth in rising markets and preserve wealth during the inevitable downturns. We analyze financial markets, investment funds and individual stocks – objectively and relentlessly. Our decisions are guided by straightforward principles, not raw emotions. Ndash; best interests in mind. At Private Capital Management Associates we work as your ...

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Private Capital Management Associates, LLC

We are doing the work we love –. So our clients can protect and pursue the interests they love. We manage your wealth and help plan your financial future – one informed decision at a time. We partner with people to improve their financial lives – and create peace of mind from not having to go it alone. We keep you informed and engaged with “On Our Radar” – our lively blog on financial topics and market trends. ON OUR RADAR (PCMA BLOG). New Arrival Encourages Scott to Follow PCMA’s Advice. August 5, 2015.

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