When wealth expects more
Your high-net-worth clients have worked hard to build their wealth. They have high expectations for how it should be managed. The Envestnet Private Wealth team works directly alongside advisors of clients with more than $1M+ of investable assets, to unlock the potential of our $7T+ ecosystem.
Helping advisors deliver personalized wealth experiences
As client expectations for wealth management become more personalized, we help you deliver where it matters most. Backed by 120+ investment professionals, over 39+ years of consulting experience, and more than 5,000 approved investment strategies across SMAs, alternatives, and beyond, Envestnet empowers advisors to create customized wealth experiences for high-net-worth and ultra-high-net-worth clients.*
High-net-worth portfolio management that delivers
A sophisticated investment approach
Our ActivePassive investment philosophy, combined with capabilities like tax overlays and direct indexing, helps you build efficient portfolios, enabling clients to keep more of what they earn.
Solutions designed for high-net-worth needs
That’s why we offer portfolios with a range of customization options. Building a portfolio that adapts to a high-net-worth client’s evolving needs is key to helping clients stay invested over the long-term.
An exceptional experience
Your Envestnet Private Wealth team, including a dedicated client portfolio manager and experienced CFAs, help you deliver the elevated wealth experience your clients deserve.
Built to Last: Investing Through Uncertainty
When looking back at the last 100+ years of the S&P 500, the stock market tends to recover and continue to climb following periods of stress. It’s times like these where it’s important to stick to your plan and stay invested.
March 2026 Market Outlook
Financial markets were driven by one force in March: War in the Middle East. Headlines from the conflict, and energy price swings, dominated last month. Global equity markets swooned as fighting escalated and spread from the Caspian Sea to the Indian Ocean. International markets especially suffered. Energy prices jumped in March, which created fears of a new inflationary wave. In turn, this worry led to a bond sell-off before a partial rebound to end March. The new war only created more uncertainty over economic growth and price stability. The Federal Reserve’s job just got more difficult. What we’re watching: How will this new Middle Eastern conflagration unfold? Will oil and natural gas prices stay elevated for a long time?
Quarterly Chart Book - Q2 2026
The data in this chart book has been updated through the end of Q1, when possible, to serve as your companion during Q2. We carefully curated the visuals in this presentation to provide you with a mix of essential information and unique content you won’t see every day. Our charts also incorporate a range of data sources to keep you abreast of today’s markets and economic events. Ultimately, we want you to find this chart book to be comprehensive but not needlessly lengthy.