Why PMC

PMC provides the tools, insight and expertise to help financial advisors work more efficiently and serve their clients better.

PMC empowers financial advisors to:

  • Create customized and optimized portfolios for clients and prospects
  • Access the same level of investment talent used by the largest and most-demanding institutional and individual investors
  • Gain confidence by knowing that selected investment managers are pre-screened and regularly monitored by PMC research analysts
  • Devote more energy and resources to expanding their business and strengthening key client relationships
  • Communicate more effectively with clients
  • Leverage a series of innovative portfolios designed to address specific client needs

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.