PMC provides in-depth consulting to guide advisors through the various decisions involved in building an optimal portfolio. PMC can also help enterprises design and monitor wealth management programs and ensure fiduciary responsibilities are consistently met.

CIO Support and Investment Consulting Services
On top of managing and growing an advisory business, understanding and meeting client and industry fiduciary requirements pose a significant challenge for many. Research conducted by Envestnet* found that advisors who demonstrate their concern for and dedication to serving the needs and goals of their clients have a unique opportunity: leveraging client trust in an effort to deliver more comprehensive advice and support that will enable deeper, more lasting relationships.

Investment Consulting
The PMC Consulting Team can guide advisors through the various decisions that need to be made to build an optimal portfolio, such as choosing from the vast selection of investment managers thoroughly vetted by the PMC Research Team. PMC consultants can also help financial professionals design and monitor wealth management programs and ensure they consistently meet fiduciary responsibilities.

Proposal and Manager Mapping
Constructing client proposals involves balancing the practical needs and goals of the investor with an optimal and suitable mix of investment solutions, chosen from the available universe of managers. The PMC Consulting Team can assist advisors in this process, helping them create refined, customized investment solutions uniquely tailored to a particular client’s asset allocation strategy. In addition, PMC can help advisors further fine-tune the chosen strategy to include additional asset classes (e.g., emerging markets, real estate or high-yield), and the mix of investments comprising the portfolio can be blended to deliver the desired risk/return profile.

Managed Portfolios
In most of its proprietary portfolios, PMC acts as a “manager of managers”: identifying specialist money managers, mutual funds, or exchange-traded funds (ETFs) and combining them to form unique, value-added solutions designed for a broad range of investors. These proprietary solutions—which include mutual fund wrap portfolios, multi-manager accounts, and separate accounts blending manager models and ETF programs—are constructed using a multi-faceted approach.