PMC - Portfolio Management Consultants

Philosophy and Process

Portfolio Management Consultants combs the investment marketplace—evaluating money managers and their investment approaches, styles, products and performance—to deliver the best opportunities for your clients.

Our investment solutions are based on advanced analytics, strict due diligence and time-tested portfolio construction techniques. In selecting portfolio components, we conduct rigorous research and analysis and follow a prudent process—all in an attempt to “perfect the portfolio.”

For example, we:

  • Pursue consistent, risk-controlled, benchmark-aware investment performance over the long run.

  • Use impartial, independent research to aid in the management review and portfolio construction process.
  • Give you access to more than 200 premier investment managers, carefully selected and held accountable for their performance.
  • Assemble a diverse selection of traditional and alternative investment products, including a variety of separately managed accounts, mutual funds and hedging strategies.

Overall, our process brings a targeted, strategic focus to the tasks of asset allocation, safeguarding principal and pursuing solid long-term returns. The result is a comprehensive array of institutional-quality investment solutions to help you build customized portfolios for your clients.

Providing a Breadth of Investment Solutions

PMC Separately Managed Accounts PMC Manager Blend Portfolios PMC Tactical ETF Portfolio Series PMC ETF Wrap Solution PMC Alternative Investments PMC Funds Mutual Fund Wrap Solutions:
• PMC Select Portfolios
• PMC Sigma Mutual Fund Solutions PMC Multi-Manager Accounts

PMC is the investment consultancy of Envestnet

©2008 PORTFOLIO MANAGEMENT CONSULTANTS - privacy | legal | business continuity