Case Study - ActivePassive PMC ETF Portfolios + FSP Tax Management
Envestnet PMC now offers Fund Strategist Tax Management for all ActivePassive PMC ETF Portfolio accounts at no additional cost.*
Our Sample Client in this case study is an individual with a portfolio consisting of mostly individual stocks with a few bonds. They currently have an 87.5% equity/12.5% fixed income portfolio and are comfortable with that ratio but are worried about the risks of holding individual stocks and the tax implications.