Envestnet PMC offers Overlay Services as a discretionary, holistic solution that enables
advisors and investors to address comprehensive needs around tax management
or values-based screening, or both, while minimizing the effect these client-specific
customization requirements have on their investment portfolios.
Tax Overlay Services is a customizable solution for investors who want to control
or customize the realization of unrealized gains in their portfolios or diversify
concentrated portfolios in a tax-efficient manner.
Values Overlay Services allows clients to direct multiple screens
aligned with an integral representation of a client's personal values.
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FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR USE WITH THE INVESTING PUBLIC.
20250609-4562819
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