A Message from our CEO
Over the years, Envestnet has grown into one of the largest providers of wealth management solutions in the industry. We began with an idea that would revolutionize the services that financial advisors provide to their affluent investor clients. Today, our capabilities are unparalleled as we bring together the expertise of top investment managers, a wide variety of comprehensive fee-based investment solutions, and deliver them all on a proprietary unified technology platform.
At Envestnet, our goal has always been to serve as your business partner. We achieve that by enabling financial institutions and their advisors access to customized solutions geared towards meeting the needs of each individual client while alleviating the challenge that you face of time, scale and resources. The outcome is personalized attention to investor needs and a larger capacity to grow your practice.
The investment solutions that our investment consultancy, PMC, offers are a direct response to the ever-evolving market environment. With overlay management provided by our experienced investment management team at PMC, advisors have the flexibility to access strategies including separately managed accounts, multi-manager accounts, mutual funds and alternative investments. Our unified platform also allows advisors the flexibility to create, monitor, and rebalance their own models using stocks, bonds, and no-load mutual funds as well as the option to utilize the investment choices available through a number of third-party investment strategists.
In addition, Envestnet now brings a new level of support to the financial community through our back-office outsourcing solutions. Investment managers can maximize operational efficiencies by outsourcing back-office functions associated with the complexities of delivering a managed account portfolio.
Our firm is dedicated to providing financial institutions and independent financial advisors the freedom to focus on what matters most - building their business. Please take some time to visit our site. Ask us questions and challenge us further to meet your needs.
Sincerely,
Judson Bergman
Founder and Chief Executive Officer, Envestnet Asset Management
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