A Consultative Approach
PMC can guide advisors through the various decisions involved in building an optimal portfolio, as well as help
design and monitor wealth management programs and ensure fiduciary responsibilities are top of mind.
Enterprises Individual Accounts
Enterprise CIO Services Advisor and Client Services Portfolio Solutions
Robust consulting to implement
customized wealth management
programs and fulfill fiduciary
requirements
Discretionary asset management
services, including investment policy
guidance, economic research and
capital markets intelligence, strategic
advice, and account-level monitoring
and reporting
Consulting and overlay services
to address sophisticated client
requirements
Intellectual capital and thought
leadership on economic and macro
investment themes
Customization capabilities, including
impact investing, restrictions, and tax
optimization
Full suite of strategist, SMA, and multi-
manager portfolios to meet a range of
investor requirements
Solutions guided by a framework built
on proprietary global capital markets
assumptions and asset allocation models
Strategic, dynamic, and tactical
approaches to portfolio construction
• PMC Select List Services
• SMA Program Consulting
• Strategist Program Consulting
• Home Office Model Consulting
• Investment Committee Participation
• Consulting Services
• Overlay Services
• Total Portfolio Solutions
• Targeted Portfolio Solutions
• Enterprise Portfolio Solutions
