When wealth expects more

Your high-net-worth clients have worked hard to build their wealth. They have high expectations for how it should be managed. The Envestnet Private Wealth team works directly alongside advisors of clients with more than $1M+ of investable assets, to unlock the potential of our $7T+ ecosystem.

Advisor talking with client

Helping advisors deliver personalized wealth experiences

As client expectations for wealth management become more personalized, we help you deliver where it matters most. Backed by 120+ investment professionals, over 39+ years of consulting experience, and more than 5,000 approved investment strategies across SMAs, alternatives, and beyond, Envestnet empowers advisors to create customized wealth experiences for high-net-worth and ultra-high-net-worth clients.*

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High-net-worth portfolio management that delivers

A sophisticated investment approach

Our ActivePassive investment philosophy, combined with capabilities like tax overlays and direct indexing, helps you build efficient portfolios, enabling clients to keep more of what they earn.

Analytics

Solutions designed for high-net-worth needs

That’s why we offer portfolios with a range of customization options. Building a portfolio that adapts to a high-net-worth client’s evolving needs is key to helping clients stay invested over the long-term.

An exceptional experience

Your Envestnet Private Wealth team, including a dedicated client portfolio manager and experienced CFAs, help you deliver the elevated wealth experience your clients deserve.

Built to Last: Investing Through Uncertainty

When looking back at the last 100+ years of the S&P 500, the stock market tends to recover and continue to climb following periods of stress. It’s times like these where it’s important to stick to your plan and stay invested.

July 2026 Market Outlook

July delivered mixed asset class performance. Geopolitical tensions unfortunately returned and so did investor anxiety.The S&P 500 dipped last month as technology stocks encountered turbulence. Large cap value stocks outperformed, however. Fixed income asset classes struggled in July as inflation fears and higher real yields buffeted bond markets. Middle Eastern oil exports fell to 36% of pre-war levels, based on Wall Street Journal data. This supply cut could hurt global economies if it lasts. What we’re watching: What is the endgame in the Middle East? Will fighting resume, or can a sustainable peace deal be reached?

Quarterly Chart Book - Q3 2026

The data in this chart book has been updated through the end of Q2, when possible, to serve as your companion during Q3. We carefully curated the visuals in this presentation to provide you with a mix of essential information and unique content you won’t see every day. Our charts also incorporate a range of data sources to keep you abreast of today’s markets and economic events. Ultimately, we want you to find this chart book to be comprehensive but not needlessly lengthy.

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Whitepaper

Help Clients Keep More: Managing the Impact of Taxes in a Personalized Way

In this issue of Sharing Perspectives, we offer insights on the importance of tax optimization and why a personalized approach matters.
Whitepaper

Annuities as an Asset Class for Fee Based Advisors

RIAs usually emphasize investment-centric approaches that rely on earning the risk premium from the stock market as the most effective way to support a retired client's financial goals.
Whitepaper

Taking the Measure of Advice

This report provides an assessment of the delivery of financial wellness by financial advisors to their clients in helping clients achieve peace of mind and financial security.
Whitepaper

Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow

Envestnet’s concept of the Intelligent Financial Life™ represents a shift in the way we approach financial management.
eBook

Rethinking Expectations for High-Net-Worth Investors

This study looks at advisors who serve HNW clients to find out which services they use most, what they’re happy with, and where there is room for improvement.
Whitepaper

Asset Class Portfolios Methodology

More than half a century has passed since Markowitz introduced the Nobel Prize-winning theory of optimal portfolio allocation in the mean-variance framework.
eBook

Investment Methodology Guide

This Investment Methodology Guide summarizes PMC’s research and portfolio construction work, which are embedded into services available on the Envestnet platform.
eBook

An Opportunity within Reach: A Guide to Retaining Today's High-Net-Worth Investor

Whether your clients have wealth in the $1 to $5 million range, the $5 to $30 million range, or $30 million and above, this guide to retaining HNW clients is intended to provide valuable insights.
eBook

An Opportunity within Reach: A Guide to Understanding Today's High-Net-Worth Investor

This guide, the first in a series of practical implementation guides, is meant to help you understand today’s HNW investors.
Brochure

PMC Active Passive Foundation Portfolios

Constructed exclusively with PMC’s proprietary ActivePassive ETFs, the PMC ActivePassive Foundation Portfolios bring together two seeming opposite investment approaches.
Brochure

Values Overlay Services

Values Overlay Services provides a truly customized experience, allowing advisors to exclude investment exposures based on a client’s personal preferences.
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Strategic ETF Portfolios

Featuring thoughtful asset allocation and systematic rebalancing, the PMC Strategic ETF portfolios are a straightforward investment solution intended to help investors.
Brochure

Foundation Series Portfolios: Low Cost, Low Minimum Models

For accounts over $2,000, the PMC Foundation Series include five suites of portfolios designed to provide low-cost investment exposure through index mutual funds or ETFs.
Brochure

The Nuts and Bolts of ETFs

In the first post of this series, we investigated the potential advantages of ETFs and how they may benefit investors.
Brochure

Tax Overlay Service: Tax Efficient Investing

The Tax Overlay Service is designed to help reduce tax exposure with the goal of improving after-tax returns.
Brochure

Values Overlay: Personalized Values-Based Screening

The values overlay program at Envestnet allows clients to apply customized values-based restrictions to their investment portfolios.
Brochure

PMC Foundation Series Portfolios

Using a proprietary methodology, PMC constructs a series of risk-based asset class portfolios (ACPs) at various domestic equity tiers, each with a multitude of diversifying asset class combinations.
Brochure

After-Tax Performance Reporting

This enhanced reporting capability allows you to show your clients how you affected their after-tax performance by implementing our Tax Overlay service.
Brochure

Overview: FIDx Desk

FIDX Desk expands the solutions you can bring your clients by providing access to a diverse selection of annuity providers and products.
Brochure

Do Active ETFs Delivery on Tax Efficiency?

Active ETFs can offer significant tax reductions, on average, versus active mutual funds in three of the four categories we examine. Active ETFs may provide direct cost savings, too.

*As of December 31, 2024

Disclosures

Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. Past performance is not indicative of future results.

Investments in smaller companies carry greater risk than is customarily associated with larger companies for various reasons such as volatility of earnings and prospects, higher failure rates, and limited markets, product lines or financial resources. Investing overseas involves special risks, including the volatility of currency exchange rates and, in some cases, limited geographic focus, political and economic instability, and relatively illiquid markets. Income (bond) funds are subject to interest rate risk which is the risk that debt securities in a fund’s portfolio will decline in value because of increases in market interest rates.

Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.

Neither Envestnet, Envestnet | PMC™ nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.

Diversification does not guarantee a profit or guarantee protection against losses. Advisors should always conduct their own research and due diligence on investment products and the product managers prior to offering or making a recommendation to a client.

FOR ONE-ON-ONE USE WITH A CLIENT’S FINANCIAL ADVISOR ONLY.