By blending two seemingly opposing investment styles, the ActivePassive PMC ETF Portfolios offer the potential benefits of both approaches while limiting their challenges. We pair this innovative approach with a rigorous research and due diligence process to identify high-conviction ETFs.

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imgActivePassive is grounded in over 15 years of research and we've been managing these portfolios for over a decade.

imgOffer clients the right ActivePassive portfolio based on their objectives and risk tolerance.

imgETFs are the efficient chassis for this solution, providing tax-efficiency and an easier building block for advisors when it comes to client models .

imgLeverage the best thinking from PMC including manager research, capital markets assumptions, asset allocation, and more.

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Key Facts*

  1. Inception Date: April 2008
  2. Account Minimum: $10,000
  3. Net Expense Ratio: 0.34%
  4. Portfolio Managers: Greg Classen, CFA & Tim Murphy
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Monthly Update: ActivePassive PMC ETF Portfolios

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Fact Sheet: ActivePassive ETF Portfolios

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Brochure: ActivePassive ETF Portfolios

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Quarterly Commentary: ActivePassive ETF Portfolios

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One-Pager: ActivePassive ETF Portfolios

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Using a proprietary methodology, PMC constructs a series of risk-based asset class portfolios (ACPs) at various equity tiers, each with a multitude of diversifying asset class combinations.

Capital Preservation
Capital Preservation
Conservative
Conservative
Conservative Growth
Conservative Growth
Moderate
Moderate
Moderate Growth
Moderate Growth
Growth
Growth
Aggressive
Aggressive
Large-Cap Value
Large-Cap Growth
Small-Cap Value
Small-Cap Growth
Int'l Developed Mkts
Int'l Emerging Mkts
Intermediate Bond
International Bond
Short Bond

Envestnet | PMC

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Research

Qualitative and quantitative research teams providing comprehensive, unbiased research and due diligence on broad spectrum of asset classes and investment vehicle.

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Consulting

Large case, product, and institutional consultant teams partnering with advisors and enterprises to provide broad support around all PMC solutions and services.

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Portfolio Management

Portfolio management team constructs and manages PMC's portfolios while constantly monitoring managers and systematically rebalancing.