About us.

We are both a diversified portfolio management firm and also a full-service financial advisory firm that seeks to help you achieve your financial goals and objectives in life.

PCM manages investment portfolios, provides research and is a trusted advisor within a variety of contexts. We work with sophisticated investors, financial advisors and private individuals to achieve better investment results within a dynamically evolving world.

PCM is privately owned by four Australian families with backgrounds in the investment and financial services industry.

PCM was founded primarily as an investment solution for our own family & friends, knowing that if we could design something that was compelling enough for us to be fully invested in, then others would like what we do too.

As such, we subscribe as much as possible to the way the Romans would build their bridges... for the first load-bearing test of the newly made bridge, the bridge-builders and their families would stand under the bridge that they had just constructed as a testament to the work that they had just performed.

Core Values

Heritage [Family] 

Our firm is owned and operated by families for families. We would trade all the money in the world to maintain the integrity and strength of the family unit; for this is what underpins all else both individually and in society – nothing else is as important. Families matter. People matter. Money and wealth are but a means to an end, it is never to be the end in its own right. We believe in stewarding wealth wisely such that you can build and leave an inheritance for your children’s children and that you may live a generous and fulfilled life.

Leadership [Vision + Innovation] 

We believe that one of the main keys to superior performance and success is the ability to out-think and out-serve your opponents and competitors (especially in the investment markets and in business). Thus we prize the ability to generate insight and maintain superior awareness above all else – for this is the fuel in combination with diligent and innovative calculation processes that ultimately underpins sustainable competitive advantages in the fields in which we must successfully navigate and compete. We believe that without a common sense of vision and purpose we shall perish at our attempts to pursue our objectives – we have also learned that the greatest friendships we have had are typically those shared with friends of vision. We believe leadership exists to serve and protect, and should be prepared to do so sacrificially should the situation dictate it. We believe that a servant-hearted, adaptable, honest and resolute approach to the challenges of life is the key to the ability to prevail in a manner whereby everyone wins; and if you help the people around you to succeed, then you yourself are likely to succeed as well.

Integrity [Honour] 

We believe that a person’s world is built on the integrity of their word. In business, a person who doesn’t value their word is a person not to be trusted. Without trust nothing grows. We believe that unless you are prepared to keep your word to your own detriment, then it may as well be worthless. We have learned that “a man’s character is his fate” (Heraclites). Integrity is where substance and form are consistent and reliable. There is no greater strategic position than integrity. Honour is more than just respect, it is about placing genuine and sincere value on both people and authority. To operate without honour is to render any appearance of success an illusion, and what elements of success that appear to endure will come with many sorrows. Everyone is important and infinitely valuable irrespective of their position in life, their past behaviours and mistakes, and even their capacity to productively contribute. To devalue someone else or to betray trust is to devalue and betray yourself – you will ultimately pay the greater price. A reputation may take years to build but only moments to destroy.

Excellence [Stewardship] 

The duty of a steward is to protect and multiply resources under charge. Faithful in little, faithful in much. The good steward is to be found at all times exceedingly shrewd yet as innocent as a dove. Excellence in stewardship requires relentless preparation, attention to detail and the endless pursuit of greater insight and awareness. Excellence is doing much with little, it is more about passion than it is about a budget. Excellence is finding the right balance between effectiveness and resiliency in a manner that achieves purpose in a sustainable manner. Excellence is the mastery of both substance and form. Excellence is measured by the ability and faithfulness by which we serve and the fruit it produces. Excellence is found in the mastery of time, resources, trust and ourselves.

Meet our team