Portfolio Management Consultants
INVESTMENT RESEARCH
PMC Overview Presentation
Find out more about PMC’s people, processes, and investment solutions by downloading our presentation, “Perfecting the Portfolio.” »»
The PMC SIGMA Mutual Fund Solution
With the SIGMA Portfolios, you get a risk-managed, disciplined and diversified solution – at your desired risk level. You’ll gain access to high-quality asset managers which are chosen for their demonstrated success and combined so their management styles complement each other. All portfolios are regularly monitored and rebalanced... »»
The PMC Select Portfolios
Oftentimes, only investors with significant investable assets can gain access to the most sought-after investment talent. With the PMC Select Portfolios, you can take advantage of the insight and expertise of highly recognized asset managers – with much smaller minimums than normally required. Instead of requiring millions of dollars, you can invest with high-profile managers at account sizes starting as low as $10,000. »»
The PMC/Singer Partners Dynamic ETF Portfolios
In practice, the investment markets are not always rational. However, it is very difficult to determine when the market is undervaluing an asset – making it a timely and smart investment – and when that asset is overpriced. To address this investment opportunity, PMC has partnered with Singer Partners, a global asset allocation firm that uses a risk-managed, fundamental approach to value a broad set of global assets. Singer allocates capital to global assets based upon valuations and market behavior analysis. »»
Investing (including mutual funds and ETFs) carries risk, including the loss of principal, and there can be no assurance that any investment strategy will provide positive performance over a period of time. The asset classes and /or investment strategies described above may not be suitable for all investors. Investors should first consult with an investment advisor before investing. Investment decisions should be made based on the investor’s specific financial needs and objectives, goals, time horizon, tax liability and risk tolerance. When investing in managed accounts and wrap accounts, there may be additional fees and expenses added onto the fees of the underlying investment products. For a complete description of all fees, costs and expenses, please refer to the sponsor’s ADV Part II or Schedule H as applicable. Past performance is no guarantee of future results. Neither Envestnet, PMC nor its representatives render tax, accounting or legal advice.