The Personal Capital Promise

Today, we announced the start of a new era for Personal Capital. We have a new logo, new colors, a new app icon, and a new web experience. But really, we’re unveiling less of a “new” Personal Capital and more of the “true” Personal Capital. We built our business around you, the people who love our tools and our wealth management clients who trust us to manage their money.  So, with this milestone, we’re re-doubling our commitment to the core principle we’ve always stood for: personal, trusted service.

And to that end, we’re excited to introduce “The Personal Capital Promise,” a statement designed to articulate what you as an investor and as a person working towards your financial goals deserve from a financial partner.

We believe you deserve…

1. To plan and invest with confidence.

Too often, money can be complicated, scary, intimidating even. You deserve a financial partner that will give you confidence in your decisions and your ability to meet your goals.

2. An easy way to stay on top of your finances.

Many people have complex financial lives, with multiple bank, investment, and retirement accounts, several income streams and asset sources. It can be difficult to stay on top of your finances if you don’t have a true picture of your net worth, all of your assets and your debts. Personal Capital’s tools not only give you a complete picture of your finances, but they help you actually plan for and visualize your future.

3. Clear and honest advice.

Unfortunately, the financial services industry is known for its opacity rather than its transparency. Advice often has strings attached in the form of hidden fees or product commissions, and it’s usually delivered wrapped up in jargon. You deserve to work with a money advisor you trust and who can help you feel more confident about your finances instead of more confused.

4. To talk with a real human financial advisor.

The fintech movement is ushering in some amazing innovation and development to an industry that’s traditionally slow to move with the times. It’s also introduced robo-advisors, which have an algorithm run your portfolio for you. While we’re all for using tech to make investing more accessible, it’s impossible to replace human intuition, empathy, and expertise. Afterall, you can’t call an algorithm to discuss a life-changing decision like when to retire, getting married, or setting up an estate plan. Personal Capital is not a robo-advisor. While our approach is tech-driven, it’s always overseen and implemented with the oversight of a human financial advisor.

5. To have a team dedicated to your security.

You deserve to know that your money and your personal information is safe with your financial institution. Our tools are protected by multi-factor authentication, and we never store any of your banking passwords on our platform. We also have an entire security team dedicated to making sure your money and information is safe and secure.

6. An advisor who puts you first.

It’s your money, so you deserve to come first, always. Before commissions, before product kickbacks. Your interests should be the sole concern of your financial advisor. Personal Capital is a fee-only fiduciary institution, and we’re legally obligated to act in your best interest. You are at the center of everything we do, and helping you succeed in reaching your financial goals is our #1 priority.

Questions about Personal Capital’s new look? Email [email protected]

Disclaimer: The information on this website is for informational purposes only and does not constitute a complete description of our investment services or performance. No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services, except where applicable in states where we are registered, or where an exemption or exclusion from such registration exists. Third party data is obtained from sources believed to be reliable. However, Personal Capital Advisors Corporation cannot guarantee that data’s currency, accuracy, timeliness, completeness or fitness for any particular purpose. Certain sections of this commentary may contain forward-looking statements that are based on our reasonable expectations, estimate, projections and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

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