* Cerulli Associates, Managed Accounts Edge, Q4 2017
Investors and financial professionals face a constantly
changing marketplace and continuously evolving
needs. Whether you are an independent advisor, a
broker-dealer, or an institutional investor, Envestnet
| PMC can help you meet those needs through
comprehensive manager research, institutional and
portfolio consulting, and portfolio management.
PMC performs the research and due diligence that
drive the selection of asset managers on the Envestnet
platform. As a result, PMC gains tremendous visibility
and insight into the entire universe of investment
options. We follow the same disciplined approach in
consulting with advisors and institutions on selecting
the models, strategies, and portfolios to meet the
most sophisticated requirements.
Institutional Standing*
• One of the largest turnkey
asset management program
(TAMP) platform by AUM/A
• Second-fastest growing
TAMP over past 3 years
• One of the largest Separate
Account Consultant
Sponsors
