Envestnet | PMC®

Whether you're an independent advisor, a broker-dealer or an institutional investor, Envestnet | PMC provides you with all the experience and solutions you need — from comprehensive manager research to portfolio consulting and portfolio management — to help you improve client outcomes.

Research

PMC performs rigorous due diligence on an extensive universe of investment vehicles to identify best-in-class managers: those we consider able to outperform their benchmark over a complete market cycle.

Our team applies qualitative due diligence and quantitative expertise for manager selection and ongoing monitoring.

Consulting

PMC provides in-depth consulting for advisors and enterprises. We guide advisors through the various decisions involved in building an optimal portfolio.

PMC consultants also help enterprises design and monitor wealth management programs and ensure fiduciary responsibilities are consistently met.

Portfolios

PMC combines specialist asset managers and PMC capital markets intelligence to create advanced mutual fund wrap, unified managed account, and separate account portfolios.

Through a multifaceted, collaborative effort between portfolio, consulting, and research teams, PMC delivers a robust selection of solutions to fit the needs of almost any investor.

For more information, please visit Envestnet | PMC's website.