Literature Type: Investment Solutions

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. As their name suggests, the portfolios are constructed quantitatively, with risk assessment and tax management considerations being the sole criteria.

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.

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.

Sophisticated asset allocation and best-in-class passive managers are available to investors with smaller accounts. The PMC Passive Foundation Portfolios achieve low cost by maintaining fewer holdings and lower turnover, and are intended for investors that prefer a low-cost index strategy over active management.