A FULL RANGE OF OPTIONS

PMC Separately Managed Accounts

Choose from nearly 100 institutional managers representing many of the nation's leading asset managers. PMC's manager selection process involves in-depth research and ongoing due diligence. The process narrows down the universe of more than 3,000 managers to provide advisors with access to managers who have demonstrated a consistent style and a proven track record.

PMC Manager Blend Portfolios

Manager Blends™ are portfolios consisting of models from multiple separate account managers with complementary investment approaches that balance both alpha generation and benchmark tracking error. Each product is allocated across style categories and, in some cases, asset classes. This allows for better diversification within an individual style category or asset class and is available for just one account minimum. There are six different portfolios offered: Large Cap Growth, Large Cap Value, Large Cap Core, All Cap Core, International, and Global.

PMC ETF Wrap Solution

Select from a variety of discretionary portfolios determined by striking the appropriate balance between risk and potential returns. Each portfolio is constructed using ETFs, resulting in a simple, low-cost portfolio that closely tracks the underlying benchmarks. The PMC ETF Wrap Solution offers seven portfolios along the risk/return spectrum. The PMC investment team oversees the portfolios by selecting investments, monitoring performance, and rebalancing to maintain the desired allocation.

PMC Enhanced Portfolio Strategies

PMC offers the Enhanced Portfolio Strategies, actively managed mutual fund portfolios designed to track the performance of hedge fund indices and perform independently of stocks and bonds as a separate and distinct asset class. Through these portfolios, investors can gain exposure to this exclusive asset class for a $50,000 minimum. Two portfolios are offered: Low Volatility and Structured Growth.

PMC Funds*

The PMC Funds, a diversified family of funds, are style-specific, benchmark-aware portfolios subadvised by multiple institutional asset managers. PMC chose these managers specifically for their style adherence and their perceived ability to outperform their respective benchmarks. The Funds are designed to reduce unwarranted portfolio risk and to form an optimal blend of investment strategies that allows for a targeted and diversified exposure to each asset class.

Mutual Fund Wrap Solutions from PMC

PMC Select Portfolios, a family of mutual fund wrap solutions, provide a full range of asset allocation strategies to address individual time horizons and risk/return expectations. Portfolios are accessible starting at $50,000. The PMC Select Portfolios take a "fund-of-funds" approach, investing in different combinations of PMC Funds.

PMC SIGMA Mutual Fund Solution offers access to professionally managed mutual fund portfolios. It features a full range of asset allocation portfolios strategically built to meet different investment time horizons and risk levels. The solutions employ a "fund-of-funds" approach, but their assets are invested in combinations of independent, third-party mutual funds.

PMC Multi-Manager Accounts

Our multi-manager accounts (MMA) provide a single portfolio comprised of multiple institutional asset managers. The PMC MMA offers the benefits of separately managed accounts, such as ownership of underlying securities and the ability to time transactions to mitigate taxes, in a single custodial account. All portfolios provide a fully diversified investment solution with a low investment minimum.

PMC TACTICAL ETF PORTFOLIO SERIES

Managed by veteran portfolio manager Gerald Buetow, our Tactical ETF Portfolios give you access to a purely quantitative approach for managing your portfolios. Our time-tested strategy—developed over many years of financial and econometric research—generates bullish and bearish signals to either increase or decrease specific equity classes. Combined with the low cost and liquidity benefits of ETFs, this approach provides increased flexibility to adjust to changing markets or evolving client needs.

PMC Separately Managed Accounts

Choose from nearly 100 institutional managers representing many of the nation's leading asset managers. PMC's manager selection process involves in-depth research and ongoing due diligence. The process narrows down the universe of more than 3,000 managers to provide advisors with access to managers who have demonstrated a consistent style and a proven track record.

PMC Manager Blend Portfolios

Manager Blends™ are portfolios consisting of models from multiple separate account managers with complementary investment approaches that balance both alpha generation and benchmark tracking error. Each product is allocated across style categories and, in some cases, asset classes. This allows for better diversification within an individual style category or asset class and is available for just one account minimum. There are six different portfolios offered: Large Cap Growth, Large Cap Value, Large Cap Core, All Cap Core, International, and Global.

PMC ETF Wrap Solution

Select from a variety of discretionary portfolios determined by striking the appropriate balance between risk and potential returns. Each portfolio is constructed using ETFs, resulting in a simple, low-cost portfolio that closely tracks the underlying benchmarks. The PMC ETF Wrap Solution offers seven portfolios along the risk/return spectrum. The PMC investment team oversees the portfolios by selecting investments, monitoring performance, and rebalancing to maintain the desired allocation.

PMC Enhanced Portfolio Strategies

PMC offers the Enhanced Portfolio Strategies, actively managed mutual fund portfolios designed to track the performance of hedge fund indices and perform independently of stocks and bonds as a separate and distinct asset class. Through these portfolios, investors can gain exposure to this exclusive asset class for a $50,000 minimum. Two portfolios are offered: Low Volatility and Structured Growth.

PMC Funds*

The PMC Funds, a diversified family of funds, are style-specific, benchmark-aware portfolios subadvised by multiple institutional asset managers. PMC chose these managers specifically for their style adherence and their perceived ability to outperform their respective benchmarks. The Funds are designed to reduce unwarranted portfolio risk and to form an optimal blend of investment strategies that allows for a targeted and diversified exposure to each asset class.

Mutual Fund Wrap Solutions from PMC

PMC Select Portfolios, a family of mutual fund wrap solutions, provide a full range of asset allocation strategies to address individual time horizons and risk/return expectations. Portfolios are accessible starting at $50,000. The PMC Select Portfolios take a "fund-of-funds" approach, investing in different combinations of PMC Funds.

PMC SIGMA Mutual Fund Solution offers access to professionally managed mutual fund portfolios. It features a full range of asset allocation portfolios strategically built to meet different investment time horizons and risk levels. The solutions employ a "fund-of-funds" approach, but their assets are invested in combinations of independent, third-party mutual funds.

PMC Multi-Manager Accounts

Our multi-manager accounts (MMA) provide a single portfolio comprised of multiple institutional asset managers. The PMC MMA offers the benefits of separately managed accounts, such as ownership of underlying securities and the ability to time transactions to mitigate taxes, in a single custodial account. All portfolios provide a fully diversified investment solution with a low investment minimum.

PMC TACTICAL ETF PORTFOLIO SERIES

Managed by veteran portfolio manager Gerald Buetow, our Tactical ETF Portfolios give you access to a purely quantitative approach for managing your portfolios. Our time-tested strategy—developed over many years of financial and econometric research—generates bullish and bearish signals to either increase or decrease specific equity classes. Combined with the low cost and liquidity benefits of ETFs, this approach provides increased flexibility to adjust to changing markets or evolving client needs.