Envestnet | PMC®

PMC provides advanced portfolio solutions and applied research utilizing our proven methodology. PMC creates and manages asset-allocated fund strategies based on objective, ongoing manager research, and due diligence. Our consultants will help you work through complex proposals and devise comprehensive solutions.

PMC’s goal is to help clients achieve superior outcomes through disciplined portfolio construction and by identifying and providing insight to best-in-class solutions across all varieties of investment vehicles including separate accounts, alternative investments, mutual funds, and fund strategists.

PMC consultants seek to embody the advisor’s asset management preferences in a tiered system of models.

  • Combine strategic, tactical and alternative strategies
  • Create sample portfolios for use in marketing materials
  • Provide information on proposed investment managers
  • Create an aggregated, return-based comparison of current vs. proposed portfolios
  • Produce a tax analysis for moving a portfolio
  • Manage a client’s tax exposure or concentrated position