PCMA Announces the Launch of its Financial Institutions Unit, a Comprehensive Partnership Program for the Professional Services Community Differentiate Your Practice with Private Client Solutions
Irvine, CA
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May 05, 2021 08:00 AM Eastern Daylight Time
PCMA, the pioneer and category leader in Non-Bank Private Client Lending today announced the launch of the Strategic Partners Initiative; serving Wealth Advisors, Property Advisors, Estate Advisors and Mortgage Advisors.
With the launch of their “Even Pros Need Pros” campaign, the newly formed unit will partner with category specialists that service the private client community. These strategically aligned relationships will help partners extend the value of their services, grow their business, and meet the complex needs of their accomplished clientele.
“Our dedication to high-capacity lending affords us unique insight into the needs of the private client community and the advisors who serve them” said John R. Lynch, CEO and Founder of PCMA, Private Client Lending.” Through this new unit, we partner with category specialists who want to grow their practice and deliver great outcomes for their clients.
A few notable benefits for the Financial Services Community when partnering with PCMA:
EXPERIENCED PROFESSIONALS: Compliment your private client practice with a team of experienced professionals who are intimately familiar with high value markets and real estate investment holdings.
PORTFOLIO UNDERWRITING: PCMA caters exclusively to experienced and sophisticated estates. Our product catalogue is designed for situational underwriting, expanded guidelines, and specialized features to accommodate High Income Professionals, Business Owners, Investors and Asset Rich Retirees.
FIXED RATE JUMBO & SUPER JUMBO MORTGAGE: Jumbo and Super Jumbo Loans offer the flexibility of borrowing with less restrictions. They can be used to finance primary residences, second or vacation homes, and investment properties.
REAL ESTATE INVESTMENT FINANCING: Real estate has been one of the best ways to accumulate wealth and leverage is one of the greatest advantages used by real estate investors. PCMA supports this risk-taking spirit by providing liquidity and credit options based on a simple, innovative business purpose and the quality of residential asset(s).
WEALTH ADVISORS. Protecting AUM with Private Client Lending. PCMA helps keep investment strategies intact by offering a confidential and seamless referral to a certified private client lending expert and direct access to bespoke mortgage solutions, exclusively for Financial Advisors, Family Offices, and Asset Managers.
PROPERTY ADVISORS. Opening Doors to your Private Clients. Whether your clients are looking to purchase a primary residence, vacation home or add to their real estate investment portfolio, a partnership with PCMA will increase your value of services, keep you agile in the market and is exclusively for Luxury Home Builders, High Value Property Advisors, and Portfolio Managers.
ESTATE ADVISORS. Finally, a Relationship you can Trust. High-capacity estates rely on a team of skilled advisors to navigate the complexities of wealth. We’d like to help you further enhance your practice capabilities and client relationships. It is this client first mandate that has allowed us to become the nation’s top non-bank private client lender, exclusively for Trust Attorneys, Certified Public Accountants, and Risk Managers.
“Our program not only continues to serve the needs of the Private Client community of which I am extremely passionate about, but it also expands the financial service capabilities of our partner advisors,” said Lynch. “By creating a seamless referral portal to our certified Private Client lending experts along with direct access to customized mortgage solutions, we deliver on the common goal of making a difference in the lives of their accomplished and experienced clientele.”
PCMA is the leading Non-Bank Private Client lending organization serving the needs of their mass affluent and high net worth clientele. PCMA offers qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting clients and professional partners at the center of all they do. PCMA is headquartered in Orange County, CA. Additional information is available at www.pcma.us.com
Contact Details
Jason Jepson
+1 949-394-7033
