PMC Weekly Review

A Macro View:
September Monthly Recap

Diversification Scorecard

As US-China trade wars loom, did diversification prove as valuable in Q2?

2018 Family Wealth Report Awards

Quantitative Portfolios Win Innovative Investment Solution

PMC Impact Investing

Support positive social impact and financial goals

Jud Memoriam

In Memoriam
Jud BergmanChairman and Chief Executive Officer
(1957-2019)
It is with immeasurable sadness that we share the news that Jud Bergman, our Chairman and Chief Executive Officer, passed away as the result of a terrible car accident on Thursday, Oct. 3. His wife, Mary Miller, also sadly perished in this tragedy. As Envestnet’s founder, Jud was a remarkable leader whose vision, brilliance and drive built the foundation for Envestnet’s success.

Jud founded Envestnet in 1999 on the premise that technology would change the financial advisor industry. However, he always understood there was an important role for the human advisor—it was the combination of technology and the human advisor that provided the best result for the investor. As the industry evolved, Jud’s vison grew, but he was always focused on the end result for the investor, which was enhancing financial wellness and helping advisors drive better financial outcomes and improve lives.

We extend our most heartfelt condolences to Jud and Mary’s family. Our thoughts are with them at this most difficult time. Jud’s spirit will forever be the foundation of Envestnet. 

As Envestnet’s portfolio consulting group, Envestnet | PMC is the ultimate “advisor to the advisor.” Our goal is to strengthen the relationship between advisors and their clients, by helping advisors and institutions leverage all the tools, capabilities and resources of the Envestnet platform.

Whether you’re an independent advisor, a broker-dealer or an institutional investor, Envestnet | PMC provides you with all the experience and solutions you need — from comprehensive manager research to portfolio consulting and portfolio management — to help you improve client outcomes.

Strategas Insight:
September 2019

Back to School: Answers to our Most Frequently Asked Questions
Now Available