Tax Management Services
PMC uses a sophisticated tax-optimization engine that measures and considers the tax costs of potential security sales in making all portfolio construction decisions. A portion of the taxes in client portfolios are in the form of realized short-term capital gains, and our tax-management process seeks to minimize and, in most instances, eliminate net short-term capital gains realization. By accurately modeling the tax impact of all trades specific to the client’s tax rates and considering realized gains and losses, both within the portfolio and externally, PMC seeks to deliver the pre-tax returns of the underlying managers and portfolios while improving after-tax returns.
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Impact Investing Solutions
PMC offers a comprehensive suite of solutions for investors looking to align their values with their money. Access fully diversified portfolios from leading strategists that employ impact investment approaches. Or research and select managed accounts, mutual funds, and ETFs from impact investing specialists that seek both financial return and positive social or environmental impact. In addition, PMC offers the ability to apply 17 personal conviction screens to traditional and impact specialist managed accounts. PMC helps advisors meet the diverse needs of clients whether they seek to target positive change, access specific sector exposure, or minimize negative impact. Learn more about how to deliver performance with impact.