Literature Type: Investment Solutions

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The PMC Strategic ETF Portfolios
Investment Solutions
Format: pdf
Publication Date: 05/14

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.

Sigma Mutual Fund Solution
Literature, Investment Solutions
Format: pdf
Publication Date: 04/15

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.

Quantitative Portfolios: Factor-Enhanced
Investment Solutions
Format: pdf
Publication Date: 05/17

Blending the benefits of “beta” investing with the portfolio customization of managed accounts, Quantitative Portfolios (QPs) can improve potential after-tax and risk-adjusted results—in a costeffective manner. The Factor-Enhanced QPs take portfolios beyond beta, providing the potential for excess returns via increased exposure to value, momentum, and quality factors.

PMC Select Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/15

Combining PMC Funds with the insight and savvy of proven asset managers, the PMC Select Portfolios are designed to suit a range of risk profiles and investment styles. Backed by Envestnet | PMC and sub-advisors chosen for style adherence and potential to outperform their benchmarks, these portfolios deliver institutional-level service to investors with accounts beginning at $10,000.

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