In our quest to “perfect the portfolio,” we offer a comprehensive selection of products and services. Each solution reflects Portfolio Management Consultants’ commitment to offering accomplished, premier money managers, disciplined investment strategies, in-depth analytics, ongoing due diligence and detailed reporting.
You may choose from more than 200 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 a platform of managers that have shown a consistent style and proven track record. Such thorough due diligence allows the advisor to spend more time with clients and less time worrying about which managers to select.
Manager Blends™ are portfolios consisting of models from multiple separate account managers that have 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. We offer Manager Blends™ for 6 style categories:
The PMC Tactical ETF Portfolios employ a quantitatively driven, tactical asset allocation approach - making tactical shifts in allocations to capitalize on performance expectations of the various investment options. The Portfolios are comprised of 7 models. The five Risk-Based Portfolios are fully diversified with a risk tolerance ranging the efficient frontier. The other two portfolios – the Sector Rotation Portfolio and Country Rotation Portfolio - will use a rotation strategy by sector or by country that tactically invest in US industry sectors and in international markets, respectively. Within the Risk-Based and Sector Rotation Portfolios there are two risk-return categories: Core and Total Return.
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Download PDF: Conservative Portfolios: Core & Total Return »
Download PDF: Conservative Growth Portfolios: Core & Total Return »
Download PDF: Moderate Portfolios: Core & Total Return »
Download PDF: Moderate Growth Portfolios: Core & Total Return »
Download PDF: Growth Portfolios: Core & Total Return »
Download PDF: Sector Rotation Portfolios: Core & Total Return »
Download PDF: Country Rotation Portfolio: Core »
The PMC ETF Solution consists of a variety of discretionary portfolios determined by selecting the appropriate balance between risk and potential returns. Each portfolio is constructed using ETFs, which results in a simple, low-cost portfolio that closely tracks the underlying benchmarks. The PMC ETF 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 offers the Alternative Solutions,™ 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 Alpha.
The PMC Funds include equity and fixed income portfolios, all managed by accomplished institutional investment managers. Our approach is to employ multiple sub-advisory firms with proven, style-specific investment expertise to manage pools of assets in each fund. Mutual funds are subject to various types of risk, including the possible loss of principal. Please see the enclosed prospectus for a complete description of the risks associated with investing in the PMC Funds.
Download PDF: The PMC Funds - Client Brochure »
Download PDF: The PMC Funds - Prospectus »
Download PDF: The PMC Funds - Supplement to Prospectus »
Download PDF: The PMC Funds - Annual Report »
Download PDF: The PMC Funds - Semi-Annual Report »
Download PDF: The PMC Funds - Statement of Additional Information »
Download PDF: The PMC Funds - Supplement to Statement of Additional Information »
PMC Select Portfolios, our family of asset-allocation wrap funds, are targeted to specific investment objectives. 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 its assets are invested in combinations of independent, third-party mutual funds.
Our multi-manager accounts are single portfolios containing a diversified blend of instituional separate account managers and actively managed mutual funds that are accessible at investment minimums starting at $250,000. The PMC MMA program offers four strategic asset allocation models that are diversified across multiple asset classes, styles and disciplines to suit the needs of any investor.
