MAKING THE RIGHT CHOICE

Envestnet Asset Management is one of the largest providers of wealth management solutions in the financial industry and provides more than 14,000 financial advisors with a broad range of investment management products and services.

ENVESTNET | PMC has a proven tradition of “advising the advisor” by providing expert consulting and analytical investment solutions to financial advisors and their clients. As Envestnet’s portfolio consulting group, PMC seeks to add value at all stages of the investment process by constructing customized portfolios, conducting rigorous research on asset managers and investment vehicles, creating tools to streamline an advisor’s practice and by developing innovative solutions that address unmet investment needs. At PMC, the goal is to strengthen the relationship between advisors and their clients, driven by an unwavering focus on perfecting the portfolio™.

By putting you in touch with an uncommonly broad selection of institutional-caliber investment options, Envestnet and PMC can play an integral role in the evolution of your financial advisory practice.

See also:

pmc

Investment Philosophy

Manager Selection

Research + Due Diligence

Portfolio Construction + Monitoring

pmc Solutions

Investment Solutions

platform Solutions

UMA (Unified Managed Accounts)

Advisor Directed

Sustainability Platform

Fixed Income Securities

Third-Party Strategists

 
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