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