Literature Type: Investment Solutions

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Envestnet's Fund Strategist Network
Investment Solutions
Format: pdf
Publication Date: 04/15

Leverage some of the best the financial world has to offer on behalf of your clients in a flexible, efficient, scalable way through Envestnet’s Fund Strategist Network. Mix and match strategists as you think best to meet your clients’ long-term needs.

Envestnet | PMC Investment Methodology Guide
Literature, Investment Solutions
Format: pdf
Publication Date: 07/14
Ascent Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/16

The Ascent Portfolios provide affluent investors with a sophisticated, powerful portfolio set that mirrors the solutions recommended to major institutions. Introduce investors to the full universe of global investment opportunities, due diligence manager oversight and thoughtful portfolio construction techniques.

American Funds®/PMC Active Income Portfolios
Investment Solutions
Format: pdf
Publication Date: 05/17

Combining the legacy of investment management at American Funds with the research, portfolio consulting and management experience of Envestnet | PMC, the Active Income Portfolios are constructed around the philosophy of using a core of select active managers to balance market risk and volatility risk, two concerns for income-focused investors. Offering flexibility, efficiency, and the potential to outperform, the portfolios are suitable for a variety of investor objectives and risk profiles.

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