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Investment Pool Services (LGIPs)
Overview
The PMA companies are a leading provider of services to local government investment pools (LGIPs) and other investment pools. PMA has significant experience in all aspects of investment pool management and operations, including working for a total of 14 LGIPs, as of December 31, 2020, in varying capacities.
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Investment Pool Services (LGIPs)
Administration Services
PMA is a leading provider of transfer agency and fund accounting services (collectively PMA’s Fund Administration program). PMA Financial Network, LLC provides administrative services for 14 LGIPs, as of December 31, 2020.
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Investment Pool Services (LGIPs)
Marketing / Distribution
PMA sets itself apart by tailoring administration services to meet the needs of each specific LGIP and preserve the identity of each program it services. This includes private label branding of marketing and transaction websites as well as custom marketing collateral and supporting documents for each program.
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Investment Pool Services (LGIPs)
Investment Advisor
PMA’s Advisor provides investment advisory services to LGIPs for cash, ultra short and fixed-term pools. As experienced fiduciaries focused on managing governmental portfolios, our philosophy has consistently emphasized the safety of principal, provision of suitable liquidity and the generation of yield – in that order of importance.
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Investment Pool Services (LGIPs)
Fixed Rate Investment
PMA’s fund service offerings extend beyond transfer agent, accounting and distribution to help grow participation and program balances and enhance the reputation of an LGIP. Through PMA Securities, LLC and PMA Financial Network, LLC, PMA offers its fund clients a competitive fixed rate investment program that includes PMA’s unique bidding services, brokerage services and certificate of deposit program.
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Contact
Investment Pool Services
For more information, click below to contact one of our Investment Pool Services team leaders.
