A FULL RANGE OF OPTIONS

Separately Managed Accounts

A portfolio of individual securities managed by professional investment managers that have met PMC’s rigorous selection process, offering investors tax efficiency and control.

Unified Managed Accounts

UMAs let advisors create a diversified portfolio in one, single, convenient account, offering choices from more than 1,200 investment products, including separate accounts, mutual funds, and ETFs.

Manager Blend Portfolios

A combination of Separately Managed Accounts diversified across style and asset classes chosen for their complementary investment approaches to balance both alpha generation and benchmark tracking error.

Multi-Manager Accounts

A blend of institutional separate account managers and actively managed mutual funds in single portfolios diversified across multiple asset classes, styles and disciplines.

PMC Funds*

The PMC Core Fixed Income and PMC Diversified Equity Funds are diversified funds, sub-advised by institutional asset managers selected for their perceived ability to outperform their respective benchmarks and are constructed to allow access to high-end managers with low minimum investments.

PMC SIGMA Mutual Fund Solution

A strategically chosen and managed set of mutual fund portfolios covering a full range of strategic asset allocation portfolios designed to meet various investment time horizons and risk levels.

PMC Select Portfolios

Used primarily for smaller account sizes, the PMC Select Portfolios are constructed of different combinations of the PMC Funds, and are targeted to address individual time horizons and risk/return expectations. The Select Portfolios are available with Strategic or Dynamic options.

PMC Enhanced Portfolio Strategies

Actively managed mutual fund and ETF portfolios designed to perform independently of stocks and bonds asset classes by tracking hedge fund indices.

Ultra Short-Term Fixed Income Portfolio

A fixed income portfolio aimed at providing investors with an attractive alternative to low money market fund yields. Investors need to be willing to accept some principal fluctuation and risk in pursuit of higher returns.

PMC Strategic ETF Solutions

Discretionary portfolios based on PMC asset allocation models constructed using ETFs across a variety of risk/reward levels providing simple, low-cost diversified solutions.

PMC TACTICAL ETF PORTFOLIO SERIES

Quantitatively driven, discretionary tactical asset allocation portfolios constructed using ETFs with tactical shifts in allocations to try to capitalize on changing performance expectations of various asset classes.

Dynamic ETF Portfolios

The Dynamic ETF Portfolios are actively managed portfolios constructed and managed using a dynamic asset allocation process, which provides exposure to global asset classes, market sectors, and investment strategy themes using liquid ETFs.

Tax Overlay Services

Designed for advisor use with affluent tax-sensitive investors with separate accounts or for investors looking to transition between platforms or managers in a tax-efficient manner.

Retirement Income Solutions

Retirement income tools help advisors better serve their clients as they plan for and manage income during retirement.

Separately Managed Accounts

A portfolio of individual securities managed by professional investment managers that have met PMC’s rigorous selection process, offering investors tax efficiency and control.

Unified Managed Accounts

UMAs let advisors create a diversified portfolio in one, single, convenient account, offering choices from more than 1,200 investment products, including separate accounts, mutual funds, and ETFs.

Manager Blend Portfolios

A combination of Separately Managed Accounts diversified across style and asset classes chosen for their complementary investment approaches to balance both alpha generation and benchmark tracking error.

Multi-Manager Accounts

A blend of institutional separate account managers and actively managed mutual funds in single portfolios diversified across multiple asset classes, styles and disciplines.

PMC Funds*

The PMC Core Fixed Income and PMC Diversified Equity Funds are diversified funds, sub-advised by institutional asset managers selected for their perceived ability to outperform their respective benchmarks and are constructed to allow access to high-end managers with low minimum investments.

PMC SIGMA Mutual Fund Solution

A strategically chosen and managed set of mutual fund portfolios covering a full range of strategic asset allocation portfolios designed to meet various investment time horizons and risk levels.

PMC Select Portfolios

Used primarily for smaller account sizes, the PMC Select Portfolios are constructed of different combinations of the PMC Funds, and are targeted to address individual time horizons and risk/return expectations. The Select Portfolios are available with Strategic or Dynamic options.

PMC Enhanced Portfolio Strategies

Actively managed mutual fund and ETF portfolios designed to perform independently of stocks and bonds asset classes by tracking hedge fund indices.

Ultra Short-Term Fixed Income Portfolio

A fixed income portfolio aimed at providing investors with an attractive alternative to low money market fund yields. Investors need to be willing to accept some principal fluctuation and risk in pursuit of higher returns.

PMC Strategic ETF Solutions

Discretionary portfolios based on PMC asset allocation models constructed using ETFs across a variety of risk/reward levels providing simple, low-cost diversified solutions.

PMC Tactical ETF Portfolio Series

Quantitatively driven, discretionary tactical asset allocation portfolios constructed using ETFs with tactical shifts in allocations to try to capitalize on changing performance expectations of various asset classes.

Dynamic ETF Portfolios

The Dynamic ETF Portfolios are actively managed portfolios constructed and managed using a dynamic asset allocation process, which provides exposure to global asset classes, market sectors, and investment strategy themes using liquid ETFs.

Tax Overlay Services

Designed for advisor use with affluent tax-sensitive investors with separate accounts or for investors looking to transition between platforms or managers in a tax-efficient manner.

Retirement Income Solutions

Retirement income tools help advisors better serve their clients as they plan for and manage income during retirement.