PCG Asset Management, LLC
Private Client Group Asset Management, also known as PCG Asset Management, LLC, is a New Jersey-based registered investment adviser established in 2008. The firm is owned by David Chou and provides advisory services such as financial planning, selection of other advisers, and management of wrap fee programs to retail investors, primarily high net worth individuals. The current team is small, with 2–5 employees, and focuses on personalized investment solutions for its clients.
Investment Strategy
PCG Asset Management provides comprehensive financial planning and investment advisory services to individuals, especially high net worth clients. The firm offers services such as ongoing account monitoring, advice on a wide range of investment products, and discretionary selection and oversight of third-party managers. Its approach includes a holistic review of client financial needs and the tailoring of strategies through individualized financial planning, rather than offering proprietary investment products. The firm serves as sponsor and manager for wrap fee programs, with an emphasis on transparency, flexibility, and personalized service.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 16.88% | $19.6M | 31,784 | $586.08 | $617.85 | +$1.7M |
B BSV | VANGUARD BD INDEX FDS | 5.10% | $5.9M | 75,314 | $77.32 | $78.70 | -$75.9K |
B BIV | VANGUARD BD INDEX FDS | 4.37% | $5.1M | 65,745 | $74.80 | $77.34 | +$64.6K |
S SHY | ISHARES TR | 3.97% | $4.6M | 55,714 | $81.98 | $82.86 | -$206.4K |
S SGOV | ISHARES TR | 3.55% | $4.1M | 40,993 | $100.36 | $100.69 | +$273.4K |