Literature Category: Managed Accounts

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PMC Quantitative Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/17

Investors have unique needs, especially with regard to tax considerations. With PMC’s Quantitative Portfolios, advisors can deliver a flexible, cost-effective solution that is geared towards helping make tax-smart investing easier.

Envestnet's Unified Managed Account
Platform Solutions
Format: pdf
Publication Date: 03/18

A UMA offers a diversified, tax-aware, multi-asset portfolio in a single account whose contents are designed to meet your clients’ specific investment needs. What makes the Envestnet UMA special is access to institutional quality managers at greatly reduced minimums, with streamlined paperwork and reasonable costs.