Investment Bid Process

Designed specifically for school districts and municipalities. Enter your terms and PMA will seek out the best fit for your funds.

Fixed Rate Investment Bid Process

PMA’s investment bidding services are set in place to provide its clients the opportunity to secure the best possible rates on their investments. Additionally, PMA obtains these rates by contacting multiple banks, saving a public entity time and energy.

Get Started

To get started on the Fixed Rate Investment Bid Process, simply fill out the questions below and a PMA Portfolio Advisor will be in contact with you. Or, to speak with a PMA Portfolio Advisor now call 800.783.4273.

Need More Information?

For more information, please contact your PMA Portfolio Advisor at 800.783.4273

Important Disclaimer

This Levy Calculation Form is a worksheet that allows the District to calculate and analyze the available levy and extension amounts and is prepared for informational purposes only.  Reasonable efforts and generally accepted methods of calculation have been incorporated into the spreadsheets.  However, PMA Financial Network, LLC takes no responsibility for the accuracy of the output and it is highly recommended that users verify calculations independently.  The data input, projections, and assumptions provided in this form are based on the information provided by the District.  PMA will not verify the accuracy of the data provided by the District and is not responsible for any inaccuracies or incompleteness that appears in the data provided in this form. 

Furthermore, the Levy Calculation Form includes a copy of the Illinois State Board of Education Certificate of Tax Levy which is approved for use in 2006.  PMA believes this Levy Calculation Form to be current, but the District should verify that with the Illinois State Board of Education.