PMC/Singer Partners Edge Portfolio

With the Edge Portfolio, investors gain a globally-allocated dynamic portfolio based on the approach that Singer Partners uses for their flagship hedge fund. Unlike the hedge fund, the Edge Portfolios invests only in ETFs, so investors can view their holdings and enter or exit the portfolio daily and without the restrictions usually associated with hedge funds.

In managing the portfolio, Singer Partners has access to a broad palette of ETFs, offering equity, fixed income, and currency exposure in various market sectors from across the globe. The Edge Portfolio can invest in long, leveraged, and inverse ETFs*, so the strategy does not rely only on favorable market conditions to meet its goals.

Learn more about the Edge Portfolio today.

      
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*The PMC/Singer Partners Edge Portfolio utilizes leveraged equity ETFs. The use of leverage by an exchange-traded fund increases the risk to the portfolio. The more a portfolio invests in leveraged instruments, the more the leverage will magnify gains or losses on those investments. Due to the complexity and structure of these portfolios, they may not perform over time in direct or inverse correlation to their underlying index.

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 Envestnet Form ADV Part 2A or Form ADV Part 2A - Appendix 1 as applicable. Past performance is no guarantee of future results. Neither Envestnet, PMC nor its representatives render tax, accounting or legal advice.