Portfolio Management Consultants, Inc. to Work With Sterling, A Division of National City Bank, to Provide Private Client Services Initiative

Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item 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

Oddlots

Random samplings of new affecting
the estate planning industry

Compiled by Christopher Weems, Associate Editor

Send an e-mailwith your news item

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.

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