Changes to the Flagship Program Portfolios

From Envestnet:

As part of 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 her to review the changes.

Please note that the Investment Proposal system will be updated with the new allocations after market-close on Friday, February 10, 2023 and trading for existing accounts is expected to begin on Monday, February 13, 2023.


For questions please contact your Regional Advisory Sales Team.

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