Tax Overlay Portfolio Diversification Service

Envestnet PMC offers Tax Overlay Services to help investors control or customize realizing gains within their portfolios, or diversify concentrated portfolios in a tax-efficient manner. Envestnet PMC accomplishes these goals by setting thresholds, or tax budgets, on the amount of long- or short-term gains realized within the account. For advisors working with clients who have tax budgets that are so restrictive that it makes it difficult to manage the portfolio within our traditional tracking error guidelines, PMC offers the Portfolio Diversification Solution.