April 20, 2014 3:01 PM ET

Professional Services

Company Overview of Private Client Resources, LLC

Company Overview

Private Client Resources, LLC provides private wealth management solutions for private banks, family offices, RIA firms, and the HNW clients they serve. The company offers private wealth aggregation, and custom solutions and services, as well as creates white papers and case studies. It also provides reporting and integrated systems, including Palette Platform, an open architecture integration of systems and capabilities that optimize wealth management and advisory businesses. The company was founded in 2000 and is based in Wilton, Connecticut.

Wilton Corporate Center – Riverview

187 Danbury Road

Suite 202

Wilton, CT 06897

United States

Founded in 2000

Phone:

203-762-9006

Fax:

203-612-3004

Key Executives for Private Client Resources, LLC

Chief Executive Officer and President
Co-Founder
Age: 79
Co-Founder
Age: 70
Managing Director of Relationship Services
Managing Director of Business Development
Compensation as of Fiscal Year 2013.

Private Client Resources, LLC Key Developments

Private Client Resources, LLC Announces Strategic Partnership with Hedge Fund Research, Inc

Private Client Resources, LLC has entered into a strategic partnership with Hedge Fund Research, Inc. Through this partnership, PCR is now delivering greater transparency into the research of hedge funds by having a detailed view of the underlying holdings. HFR Database, the most comprehensive resource available to hedge fund investors, includes fund-level detail on historical performance and assets, as well as firm characteristics on both the broadest and most influential hedge fund managers. The firm produces over 100 indices of hedge fund performance ranging from industry-aggregate levels down to specific, niche areas of sub-strategy and regional investment focus. The strategic partnership with HFR is the most recent example of PCR's ongoing commitment to providing advisors with innovative solutions that help them gain efficiency, increase scalability and grow profitability. Additionally, it serves as a complement to PCR's recent partnership with Argus Research. That strategic alliance added independent analyst-driven research on more than 400 U.S. equities into the mix for advisors conducting risk analysis, constructing portfolios and implementing strategy decisions. PCR's open architecture platform allows for best-of-the-best capabilities to be delivered to its clients, whether these are developed in-house at PCR or brought onto the platform by the firm partnering with third parties.

Private Client Resources, LLC Announces Strategic Partnership with StatPro Group plc

Private Client Resources, LLC (PCR) has entered into a strategic partnership with StatPro Group plc Through this partnership, PCR is now delivering high-end risk and market analytics as part of its private wealth reporting. StatPro - a software as a service [SaaS] technology provider - delivers an alternative to installed, user centric and terminal-based front office analytics that don't deliver what wealth managers need: accurate, transparent, and timely analytics and market data distribution solutions. The strategic partnership with StatPro is the most recent example of PCR's ongoing commitment to providing advisors with innovative solutions that help them gain efficiency, increase scalability and grow profitability. PCR's open architecture platform allows for best-of-the-best capabilities to be delivered to its clients, whether these are developed in-house at PCR or brought onto their platform by the firm partnering with third parties.

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