2017 Strategist of the Year

Awarded

2017 “Strategist of the Year
by Envestnet, Inc. and Investment Advisor magazine

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.

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