PCM is a Texas limited liability company, whose managing member is Michelle P. Connell, CFA. Ms. Connell has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She received her Master of Business Administration from San Diego State University (with Honors) and an undergraduate degree from Seattle University (Magna Cum Laude). Ms. Connell is the founder of PCM and serves as its Chief Investment Officer. Ms. Connell has extensive experience managing equities, fixed income and private investment portfolios. She has served as a senior portfolio manager for several private banks and boutiques in Texas, Chicago and the West Coast.
Ms. Connell is a Chartered Financial Analyst (CFA). The CFA Institute's mission is to lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. The CFA Institute believes that high ethical standards are critical to maintaining the public's trust in financial markets and in the investment profession.
Ms. Connell is also an adjunct professor of Finance at the University of Texas in Dallas. Her classes include Corporate Finance, as well as Domestic Fund Management where she oversees the management of the university's undergraduate fund. Proceeds of this fund are used for scholarships for the university's business majors.
In addition, Ms. Connell teaches the CFA Review at several universities in Dallas. Starting in Fall 2017, Ms. Connell will oversee the management of a portion of Texas Wesleyans endowment through a course for Finance majors.
PCM's investment process starts with meeting you to obtain an understanding of your financial goals and your feelings about risk.
After reviewing your current investments, an investment portfolio is created specifically for your objectives. Special consideration is given to downside risk.
Upon your approval, your customized portfolio strategy is implemented. This portfolio is monitored and when necessary, adjusted to maintain its strategy.
Our communication is a continuous process and is not limited to regular reviews.
Joe Moore
Joe is responsible for the marketing and client service needs of the firm's high net-worth clientele in the Dallas Metroplex. Joe has several years of experience developing financial plans and implementing investment strategies that assist individuals in meeting their financial goals.
Prior to joining Portia Capital Management, Joe worked at Prota Financial, LLC, and Optimum Investment Advisors. Joe earned his Bachelor of Science degree from the University of Florida. He is currently studying for a CFP designation.
General Information |
| States Licensed in: | TX |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Education Funding and Planning, Risk Management, Wealth Management, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning |
Services |
| Investment Types: | Bonds, Stocks, Commodities, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $500K+ |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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