Brochure: PMC Foundation Series
Comprehensive, diversified solutions designed for low-minimum investors. Sophisticated asset allocation and best-in-class managers are available to investors with smaller accounts through the PMC Foundation Series.
For accounts over $2,000, the PMC Foundation Series portfolios allows advisors to offer comprehensive, diversified, asset-allocated solutions designed for low-minimum investors.
PMC Active Foundation :
PMC Passive Foundation** :
PMC ActivePassive Foundation:
PMC Sustainable Foundation :
PMC ETF Foundation :
Gross and Net Expense Ratios are for the moderate portfolios
*Fees do not reflect the deduction of investment advisory fees. Performance results will be reduced by fees including, but not limited to, investment management fees and other costs such as custodial, reporting, evaluation and advisory services. A description of all fees, costs and expenses are found in a financial advisor's Disclosure Brochure. Past performance is not indicative of future results.
**Showing the NFS version
Comprehensive, diversified solutions designed for low-minimum investors. Sophisticated asset allocation and best-in-class managers are available to investors with smaller accounts through the PMC Foundation Series.
For accounts over $2,000, the PMC Foundation Series include four suites of portfolios designed to provide low-cost investment exposure through index mutual funds or ETFs.
Quarterly Performance Summary. Professional asset allocation and best-in-class active managers are available to investors with smaller accounts. The PMC Active Foundation Portfolios achieve low cost by maintaining fewer holdings and lower turnover and are designed for investors seeking the opportunity to outperform diversified allocations to market indices.
Sophisticated asset allocation and best-in-class passive managers are available to investors with smaller accounts. The PMC Passive Foundation Portfolios achieve broad market exposure with low cost index funds, with low turnover, and are intended for investors that prefer a low-cost index strategy over active management.
The PMC Sustainable Foundation Portfolios are designed for investors with sustainability priorities and are constructed using high-conviction ESG-focused managers identified through Envestnet | PMC's thorough, multi-layered research and due diligence process. These portfolios are accessible at a lower cost, and with lower turnover, by maintaining fewer holdings than traditional strategist portfolios. PMC regularly monitors and rebalances the portfolios, empowering advisors to support clients in their pursuit of sustainable investing.
Sophisticated asset allocation and best-in-class ETFs are available to investors with smaller accounts. Designed to minimize volatility and enhance risk-adjusted returns, the PMC ETF Foundation Portfolios achieve low cost by maintaining fewer holdings and lower turnover.
Envestnet | PMC
Research
Qualitative and quantitative research teams providing comprehensive, unbiased research and due diligence on broad spectrum of asset classes and investment vehicle
Consulting
Large case, product, and institutional consultant teams partnering with advisors and enterprises to provide broad support around all PMC solutions and services
Portfolio Management
Portfolio management team constructs and manages PMC's portfolios while constantly monitoring managers and systematically rebalancing