Placemark Investments

Envestnet PMC, a portfolio consulting group, operates within the financial services sector, providing comprehensive portfolio consulting and management solutions. The company serves a diverse range of clients, including independent advisors, broker-dealers, and institutional investors. Envestnet PMC leverages the extensive tools, capabilities, and resources of the Envestnet platform to strengthen the relationship between advisors and their clients. The business model focuses on offering a wide array of services, from manager research and portfolio consulting to portfolio management, aiming to support positive social impact alongside financial goals. Envestnet PMC generates revenue through consulting fees, management fees, and other service-related charges. The company is recognized for its innovative investment solutions, such as quantitative portfolios and impact investing strategies, which are designed to meet the evolving needs of its clients in a dynamic market environment.

Keywords: portfolio consulting, investment management, financial advisors, broker-dealers, institutional investors, manager research, impact investing, quantitative portfolios, Envestnet platform, innovative solutions.