In a highly fragmented regulatory environment, our members want their voices to be heard. We listen to the challenges and concerns raised by our members and advocate on their behalf to advance standards and create a stronger industry for investors.
WHAT WE STAND FOR
At PMAC, we actively support our members and advocate for the highest standards of unbiased portfolio management in the interest of their clients.
To further this mission, we:
Speak with an authoritative voice on behalf of our members
Engage with securities regulators and other government agencies
Raise awareness about the value of portfolio management
Offer a forum for members to grow their networks and share best practices
Provide members with sample templates and policies, and negotiate group discounts
RAISE YOUR STANDARDS
We support our members with expert insights, networking opportunities and the resources they need to streamline their businesses, enabling them to spend more time with their clients. We also provide a forum to shape policies and regulations that help protect investors.
WHY HIRE A PORTFOLIO MANAGER?
Portfolio managers owe a fiduciary duty to their clients. By focusing on a select client base, our members are able to develop bespoke portfolios that are tailored to the individual needs of their clients. Our members are committed to achieving the highest educational standards in the industry to provide investors with a higher level of service and thoughtful advice.
