Pca Investment Advisory Services, Inc.

About Pca Investment Advisory Services, Inc.

<p>Known for its work as a 3(38) investment manager, Pca Investment Advisory Services, Inc. advises retirement plans from its headquarters in Cincinnati in the Ohio–Kentucky–Indiana tri-state region. Founded in 2006, the firm is part of Alliance Benefit Group (ABG®) and works with organizations and individuals on retirement plan and wealth management needs.</p> <p>Pca Investment Advisory Services, Inc. supports plan sponsors with investment selection and monitoring, fiduciary process support, and ongoing plan-level investment oversight. The firm also provides financial planning and investment advisory services for individuals, including retirement-focused planning.</p> <p>The team includes more than 50 professionals, with credentials that include CPAs and CFPs. As of 2026, the firm reports $0.2B in assets under management.</p> <p>What sets PCA apart is its combination of dedicated 3(38) fiduciary management and a multi-credential advisory team under the ABG® platform, designed to help plan sponsors streamline investment decisions and documentation.</p> <ul> <li>3(38) investment management and fiduciary oversight</li> <li>401(k) investment menu selection and monitoring</li> <li>Pension and retirement plan consulting</li> <li>Individual financial planning and investment advisory services</li> </ul>

Website: https://www.pca401k.com/individuals-participants/investment-services/

Founded: 2006