Oddlots
Random samplings of new affecting
the estate planning industry
Compiled by Christopher Weems, Associate Editor
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Portfolio Management Consultants, Inc. to Work With Sterling, A Division of National City Bank, to Provide Private Client Services Initiative
DENVER-- Portfolio Management Consultants, Inc. (PMC) announced that it has entered into an agreement with Sterling, a division of National City Bank, to provide investment advisory and support services as a part of Sterling's premium wealth management program.
Under the agreement, PMC will co-sponsor Sterling's managed account program and will act as an investment adviser to clients within the program.
Sterling will assist clients in establishing long-term investment strategies, selecting investment managers and evaluating investment performance. PMC will provide money manager due diligence services, prepare performance measurement reports, and provide a variety of investment consulting and back office services.
