The PMA companies provide comprehensive financial services and solutions to public entities and other institutions. We have a wide variety of offerings for our clients: self-directed investments, investment advisory services, credit risk management, cash flow management and bond proceeds management programs, and more.
Our Investment Services
Below outlines the variety of investment services we can offer to public entities:
Self-Directed Investments
We can execute state statute allowable investments to meet your investment and liquidity needs.
- One phone call gives you access to PMA’s network of brokers and banks (1,000+ Financial Institutions)
- Online access to monthly statements and transactional activity
- Credit Risk Management
- Cash Flow Management Program
- Bond Proceeds Management Program
Investment Advisory Services
PMA Asset Management provide custom investment advisory services designed to meet client strategies and objectives.
- Independent research and portfolio management
- Client benefits include fiduciary accountability, strong risk controls, integrated client service and solution oriented portfolios
- Online access to detailed client statements
- Cash Flow Analysis solution
