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Statement of Purpose

Our concern is the general lack of availability of comprehensive and integrated asset management systems and services for small organizations, families, and individuals.


Regarding Small Organizations (For Profit and Not For Profit) we want to ensure that:

 • small organizations have ready access to the full range of systems and services for managing all of the assets in their portfolio.


Regarding Individuals and Families we want to ensure that:

 • individuals and families have ready access to the full range of systems and services required for meeting their financial effectiveness needs and managing all of the assets in their portfolio.

The values we honor and respect in our pursuit of these desirable changes include:

Intellectual Responsibility Providing scientifically appropriate, precise, timely, reliable, and useful information.
Cost Effectiveness Producing more and better results with less cost and less effort for everyone concerned.
Comprehensiveness Attending to the full range of information that composes the entire process of effectiveness - from beginning to end.
Vision Promoting and practicing awareness of the "big picture" of effectiveness as a foundation for balanced action and balanced results.
Competence Acquiring and maintaining the skills necessary to provide exceptional service.
Inspiration Operating from an environment and service delivery presense that is consciously selected for elevating and transporting the human spirit to a grand, magnificent and breathtaking space that is unequivocally well beyond the mundane, ordinary and commonplace in our field - a quality firm, delivering quality service with quality tools from a quality environment.

Copyright 2019, The PCA Companies. All Rights Reserved

Mission Statement


We make our contribution by providing comprehensive and ntegrated financial effectiveness systems and services for our clients - small organizations, families, and individuals.

We make our contribution to clients and member firms by emphasizing our distinctive competence as a:


Research an Development Organization

Marketing Organization

Training Organization

Planning Organization

Consulting Organization

and a

Public Speaking & Publishing Organization



As a training and consulting Organization we teach both: Individual and Organizational effectiveness skills and Business and Persanal financial management skills.



By emphasizing our distinctive competence we appropriately serve our clients and stakeholders and perform in the upper pentile of our industry - definitively demonstrating that we are a performance leader.

Copyright 2019, The PCA Companies. All Rights Reserved