Form ADV Part 2A | Form CRS

Envestnet Asset Management Form ADV Part 2A
This Brochure provides information about the qualifications and business practices of Envestnet Asset Management, Inc. (“Envestnet”). Envestnet is an investment management firm founded in 1999 that provides investment management and investment advisory services through independent investment advisors (“Advisor(s)”) for use with Advisors’ clients (each a “Client”).

Envestnet Asset Management Form ADV Part 2A Appendix 1
This Appendix 1 to the Brochure (“Wrap Fee Program Brochure”) provides information about the qualifications and business practices of Envestnet Asset Management, Inc. (“Envestnet”). Envestnet is an investment management firm founded in 1999 that provides investment management and investment advisory services through independent investment advisors (“Advisor(s)”) for use with Advisors’ clients (each a “Client").

Envestnet Portfolio Solutions Form ADV Part 2A
This Brochure provides information about the qualifications and business practices of Envestnet Portfolio Solutions, Inc. (“EPS”). EPS is an investment management firm, registered as an investment adviser with the SEC since 1993, that provides investment management and investment advisory services through independent investment advisors (“Advisor(s)”) for use with Advisors’ clients (each a “Client”).

FDx Advisors Form ADV Part 2A
This Brochure provides information about the qualifications and business practices of FDx Advisors, Inc. (“FDx”). FDx is an investment management firm, registered as an investment adviser with the SEC since 1987, that provides investment advisory and consulting services via proprietary research, investment-related consulting services, investment platforms and asset management programs to Clients.

Envestnet Asset Management Form CRS
Form CRS, an SEC filing, requires SEC-registered investment advisers and SEC-registered broker-dealers to deliver a brief customer or client relationship summary that provides information about the firm. The relationship summary is designed to assist retail investors with the process of deciding whether to (i) establish an investment advisory or brokerage relationship, (ii) engage a particular firm or financial professional, or (iii) terminate or switch a relationship or specific service.

Envestnet Portfolio Solutions Form CRS
Form CRS, an SEC filing, requires SEC-registered investment advisers and SEC-registered broker-dealers to deliver a brief customer or client relationship summary that provides information about the firm. The relationship summary is designed to assist retail investors with the process of deciding whether to (i) establish an investment advisory or brokerage relationship, (ii) engage a particular firm or financial professional, or (iii) terminate or switch a relationship or specific service.

FDx Advisors Form CRS
Form CRS, an SEC filing, requires SEC-registered investment advisers and SEC-registered broker-dealers to deliver a brief customer or client relationship summary that provides information about the firm. The relationship summary is designed to assist retail investors with the process of deciding whether to (i) establish an investment advisory or brokerage relationship, (ii) engage a particular firm or financial professional, or (iii) terminate or switch a relationship or specific service.