Pca Investment Advisory Services Inc.
PCA Investment Advisory Services Inc. is an SEC-registered investment advisory firm headquartered in Cincinnati, Ohio, operating since 2001. The firm provides pension consulting and financial advisory services primarily to pension, profit-sharing, and 401(k) plans, as well as to individuals, trusts, estates, and charitable organizations. Founded by Thomas Edward Seitz with key executives including James Robert Eckerle Jr. and Zachary M. Burns, PCA Investment Advisory Services employs thirteen experienced financial planners and administrators with over 2,000 clients and manages billions in assets. Its services focus on retirement planning, fiduciary consulting, and wealth management.
Investment Strategy
PCA Investment Advisory Services Inc. emphasizes a systematic and disciplined investment approach focused on meeting each client’s stated goals. The firm provides custom Investment Policy Statement (IPS) development, assists in constructing asset allocation models, and selects appropriate investment vehicles (mutual funds and ETFs) for implementation of the IPS. Continuous monitoring, periodic rebalancing, and quarterly performance reporting ensure alignment with client objectives. For retirement plans, PCA delivers fiduciary oversight and employee education, and its portfolio solutions use diversified ETF strategies tailored to client risk tolerances and objectives. Investment decisions are made using firm-vetted models and are monitored by its Investment Committee, with an emphasis on prudent, goals-based investing.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 15.62% | $37.1M | 59,721 | $468.79 | $620.90 | +$7.4M |
I IUSV | ISHARES TR | 10.25% | $24.3M | 257,007 | $82.91 | $94.63 | +$2.3M |
D DFAS | DIMENSIONAL ETF TRUST | 6.44% | $15.3M | 239,819 | $60.69 | $63.71 | +$3.2M |
I IUSG | ISHARES TR | 5.89% | $14.0M | 92,962 | $91.22 | $150.40 | +$2.0M |
V VTV | VANGUARD INDEX FDS | 5.88% | $14.0M | 78,948 | $151.16 | $176.74 | +$2.3M |