March 2022
As part of the Envestnet | PMC’s ongoing monitoring and evaluation of model portfolios and investment strategies deployed within, the portfolio management team is implementing certain changes to the PMC Managed Portfolios.
Click here to review the changes.
Please note that the Investment Proposal system has been updated with the new allocations, and trading for existing accounts is expected to begin on Monday, March 28, 2022.
For questions please contact your Regional Advisory Sales Team
TC125774(0322)1