Investment Solutions

Liquid Endowment Portfolios

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.

Sigma Mutual Fund Solution

SIGMA Portfolios provide a disciplined and diversified approach to investing for the long-term. Choose from among 7 levels of risk to design an appropriate balance of risk vs. potential return. PMC seeks top managers among all asset classes and fashions a strategic mix—with institutional access and pricing for cost-effective portfolio management. Portfolios are regularly monitored and rebalanced, delivering professional management that’s matched to your risk tolerance.

The PMC Strategic ETF Portfolios

Tap into the power of Envestnet | PMC long-term capital market views and achieve diversifi ed beta exposure through a series of seven low-cost ETF portfolios. Featuring thoughtful asset allocation and systematic rebalancing, the PMC Strategic ETF Portfolios are a straightforward and complete solution that can help investors—from conservative to aggressive—minimize volatility, enhance risk-adjusted returns, and endure longer investment horizons.

PMC Premium Research

Today’s investment choices are both plentiful and complex, making a prudent due diligence process more important than ever. Informed manager selections and detailed, ongoing monitoring can help gain clients’ confidence that you are making wise decisions on their behalf. PMC Premium Research provides detailed, objective due diligence and monitoring support, freeing you to focus on serving clients and building your business.

PMC Quantitative Portfolios - Overview of Portfolio Construction and Ongoing Portfolio Management

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.