Investing for the long haul requires a diversified portfolio that can successfully navigate the ups and downs of full market cycles. With the aim to build a more durable portfolio, the PMC Liquid Endowment Portfolios reach beyond asset classes to encompass a mix of investment approaches: strategic, tactical and alternative. The result is a better diversified portfolio and an approach that can respond and adapt to varied market conditions.
Quantitative Portfolios (“QPs”) are separately managed accounts designed and constructed to offer several primary attributes, including: cost-efficient exposure to beta, tax-efficiency, and the ability to be customized. At their core, QPs are passively managed, and are structured to provide a pre-tax return similar to a broad-based benchmark index at a cost that is competitive with ETFs. We attempt to enhance after-tax return through active tax management. As their name suggests, the portfolios are constructed quantitatively, with risk assessment and tax management considerations being the sole criteria.
Deliver a tactically managed solution that reacts to changing markets. By shifting between equities for growth and other diversifying ETFs* for stability and income, the PMC Tactical ETF Risk-Based Portfolios aim for endurance in all types of markets and are designed for investors who seek a diversifi ed, risk-controlled investment solution.
Managed by the Singer Team at William Blair & Company*, the PMC Edge Portfolio provides the sophistication of hedge fund investing without the associated lock-up restrictions and high fees. Following an approach similar to the team’s primary hedge fund, the portfolio is implemented using low-cost, highly liquid ETFs, and is suitable for investors who seek risk-managed, dynamic asset allocation and the potential for superior returns.
Many advisors deal with taxes reactively—when either the market or the client’s desire for cash requires some tactical maneuvering. Envestnet has a better idea: Make your client’s tax plan proactive, systematic and strategic.
Envestnet’s Tax Management Services are available under two programs—a Tax Transition Service as well as Ongoing Tax Management.
The new reality of regulating advisors under a fi duciary standard is an opportunity to further build trust among clients. Envestnet delivers the tools to help advisors streamline and maintain an appropriate standard of care—guardrails that can help keep actions in line with a client’s best interests; transparency into the decisions made on a client’s behalf as well as the costs associated; and an audit trail of your actions with comprehensive compliance reports.
The data is clear: A growing volume of client assets are being invested in companies and organizations that help support a client’s values. As an advisor, you have an opportunity to align your clients’ investment goals with their personal convictions. The Sustainability Platform delivers a comprehensive suite of sustainable investing strategies to help meet the diverse needs of your clients.
In a constantly changing marketplace your needs continue to evolve. Let Envestnet | PMC help you meet those needs with comprehensive and unbiased manager research, disciplined portfolio management and experienced consulting.
In ever more complex and volatile markets, Envestnet provides you with the capabilities and support you need to deliver excellence in wealth management. Envestnet is a powerful partner for wealth advisory, advanced portfolio solutions, practice management and portfolio-monitoring and reporting services. And the Envestnet Advisor Suite platform gives you the tools to conquer complexity and drive your success.
In today’s advisory marketplace, successful client relationships are based on personalized planning and insightful advice. Advisors must be able to see and evaluate a complete picture of client assets, including those assets held in accounts the advisor does not manage. Now, you can get a clearer view of client data. Discover the power of expanded flexibility and choice for reporting, aggregation and wealth management.
Investors are looking for solutions that may help them keep their wealth and grow it, in the face of rapidly changing market conditions. The PMC Tactical ETF Rotation Portfolios, with sub-advisory services from Innealta Capital (a division of AFAM Capital), are designed to respond to market changes—by rotating between equities for growth and bonds for stability and income.