Introduction to the PMC Impact Portfolios

Introduction to the PMC Impact Portfolios
Thursday, December 10, 2020
2:00 – 3:00 PM ET
More advisors are turning to model portfolios as well as Impact as they expand their practice to both appeal to a younger generation as well as connect more with their clients. The PMC Impact Portfolios combine both of these exciting trends in asset management.

Key features of the PMC Impact FSPs.
  • Holistically ESG aligned
  • Almost a five-year track record
  • $25,000 minimum
  • Comprehensive research and due diligence process
  • Additional, in-depth analysis on impact-focused strategies
  • Quarterly reporting on key impact metrics
  • And much more!
Join us on Thursday, December 10 at 2:00 PM ET for a live webinar and Q&A to learn more about this specific suite of model portfolios and the advantages your practice could gain with them.

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this email is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor may experience loss of principal. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment strategy. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon and risk tolerance. Past performance is not indicative of future results.

For investment professional use only.