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5 FOR INVESTMENT PROFESSIONAL USE ONLY. NOT FOR USE WITH THE INVESTING PUBLIC. PMC Strategist UMA Portfolio Series PMC's suite of Strategist UMA portfolios allows investors to access multiple institutional asset managers in a single diversified portfolio. Each Strategist UMA portfolio consists of a combination of institutional asset managers and mutual funds and ETFs managed by seasoned investment teams with strong long-term track records. Quick facts Strategies: ActivePassive, Cost Sensitive, Sustainable Number of Models: 34 Bond Sleeve: No Overlay Capable: Yes Minimum: $500k-$750k Portfolio use: Total portfolio solution Investment style: Strategic Tax considerations: Tax-sensitive versions with municipals; Tax Overlay Eligible Product mix: SMAs; mutual funds; ETFs ActivePassive Portfolios By blending two seemingly opposing investment styles, the ActivePassive Multi-Manager Portfolios offer the benefits of both approaches while limiting their challenges. Our innovative approach involves identifying high conviction mutual fund managers through a rigorous research and due diligence process, and incorporating factor exposures to improve long-term, risk-adjusted returns. Cost-Sensitive Portfolios Tap into the power of Envestnet | PMC's long-term capital market views and achieve diversified beta exposure through a series of thirteen lower-cost UMAs featuring lower-cost ETFs, mutual funds and PMC's Quantitative Portfolios. Featuring thoughtful asset allocation and systematic rebalancing, these portfolios are a straightforward and complete solution that can help investors— from conservative to aggressive— minimize volatility, and endure longer investment horizons. Sustainable Portfolios Provide personalization through portfolio solutions. These portfolios are constructed using sustainable managers identified via Envestnet | PMC's documented manager research and due diligence process, including an enhanced layer of sustainable due diligence, asset allocation methodology and portfolio design. Want to learn more? Contact your regional Investment Specialist or you Regional Advisory Sales Representative. Also, you can send us an email with any questions at advisorsaleswealthconsulting@envestnet.com. 20250520-4518218 █████████████████ Ì200008NUC&Î