Working with Envestnet | PMC

Bill Schiffman, CPA
Schiffman | Grow & Co.

Working with Envestnet since

“I can choose from dozens of strategists, hundreds of managers and thousands of products--including all kinds of alternatives.”

Envestnet | PMC helped Bill Schiffman, CPA, President of Schiffman | Grow & Co., devise custom portfolios for several of his wealth management clients, including a Columbus foundation. In fact, one of our portfolio consultants helped create the pitch book for the winning presentation.