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.
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.
1. PMC Low Volatility Portfolio
The PMC Low Volatility portfolio seeks to deliver consistent enhanced risk-adjusted returns in all market environments. The investment characteristics include lower volatility than traditional fixed income investments along with very low correlation to both the equity and fixed income markets. There is no assurance that this investment objective will be met.
2. PMC Structured Growth Portfolio
The PMC Structured Growth portfolio aims to produce equity like returns on a consistent basis over a complete market cycle with less volatility than traditional equity investments. The strategy seeks to participate in upward trending markets while providing downside protection during volatile bear market environments. There is no assurance that this investment objective will be met.
The PMC Ultra Short-Term Fixed Income portfolio is aimed at providing investors with an attractive alternative to prevailing low money market fund yields. The portfolio is for investors who seek higher returns than those offered by money market funds and are willing to accept some principal fluctuation and risk in pursuit of higher returns.
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.
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Download PDF: The PMC Funds - Statutory Prospectus - 12.29.09 »
Download PDF: The PMC Diversified Equity Fund - Summary Prospectus - 12.29.09 »
Download PDF: The PMC Core Fixed Income Fund - Summary Prospectus - 12.29.09 »
Download PDF: The PMC Funds - Annual Report - 8.31.09 »
Download PDF: The PMC Funds - Semi-Annual Report - 4.30.09 »
Download PDF: The PMC Funds - Statement of Additional Information - 12.29.09 »
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.
PMC designed the Tax Management Services to provide advisors with a tax management solution they could use to unlock frozen assets, prospect new business and attract assets held away. This service is best suited for affluent tax sensitive clients who have separate account strategies who want ongoing tax management, or those who need to transition investments between platforms or managers, but do not want to realize significant gains. For additional information on this service please download the provided link or contact client services at 888.612.9300.
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.
