2017 Strategist of the Year
2017 “Strategist of the Year”
I am proud of our firm and our people — these achievements represent years of effort and commitment together. I look forward to an exciting future as we passionately seek to deliver successful outcomes to our clients.
~JBrendan Clark, CFA®, Chief Executive Officer
Envestnet, Inc. and Investment Advisor magazine selected finalists for this award using Envestnet | PMC’s proprietary methodology. To qualify, a manager must have run the strategy for at least three years with $200 million or more in assets, and the product must be reported through Envestnet |PMC’s Premium Research solutions. Past performance is not indicative of future results.