Literature Category: Tactical ETF Portfolio Series

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PMC Investment Committee Commentary: PMC Tactical ETF Core Rotation Portfolios
Commentaries
Format: pdf
Publication Date: 01/14

Staying in the PMC Tactical ETF Core Rotation Portfolios can provide the risk management clients need for the long term. Since they were launched on the Envestnet platform more than five years ago, these portfolios have been positioned defensively relative to the benchmarks, and opportunistically when sectors and markets present more attractive fundamentals, as called for by Innealta’s tactical model.

PMC Investment Committee Commentary: Staying the Course: a Mid-Year Review of the PMC Tactical ETF Core Rotation Portfolios
Literature, Commentaries
Format: pdf
Publication Date: 07/14

Despite some unsettling events both domestically and abroad, the first half of 2014 resulted in relatively calm markets and extraordinarily low volatility. Will the markets close out the year quietly or strike back with a major correction? Should portfolios remain positioned for uncertainty and risk?

Tactical ETF Risk-Based Portfolio Series
Investment Solutions
Format: pdf
Publication Date: 04/15

Deliver a tactically managed solution that reacts to changing markets. By shifting between equities for growth and other diversifying ETFs* for stability and income, the PMC Tactical ETF Risk-Based Portfolios aim for endurance in all types of markets and are designed for investors who seek a diversifi ed, risk-controlled investment solution.

Tactical ETF Rotation Portfolio Series
Investment Solutions
Format: pdf
Publication Date: 04/15

Investors are looking for solutions that may help them keep their wealth and grow it, in the face of rapidly changing market conditions. The PMC Tactical ETF Rotation Portfolios, with sub-advisory services from Innealta Capital (a division of AFAM Capital), are designed to respond to market changes—by rotating between equities for growth and bonds for stability and income.