Below are the various markets that the PMA companies can provide customized, integrated financial solutions for. We understand the unique nature of these markets and can tailor value-added investment solutions for each.
Investment Pools
The PMA companies are a leading provider of services to local government investment pools (LGIPs) and other investment pool clients, including administration, marketing and distribution, investment advisory and fixed rate investment programs. PMA’s unique and highly customized services are designed to manage risk, grow assets, and deliver value to Fund Participants.
Local Governments
To allow improvement to your communities, PMA partners with cities, counties, libraries, park districts, villages, and other municipalities through every step of the financial planning process to ensure self-directed and investment management needs are met in each unique situation.
K-12 Schools
PMA works with hundreds of school districts to address their financial needs. Our expertise in cash-flow forecasting is key in creating clarity around maximizing investment opportunities for our district clients’ short-term and reserve funds.
Higher Education
PMA has the resources to advise the financial management of community colleges by providing the attention to detail needed to reach positive solutions for higher education institutions.
Financial Institutions
Our team at PMA Funding builds strong and lasting relationships with local and national financial institutions to ensure you’re receiving stable funding opportunities. The PMA Asset Management team works with financial institutions to ensure they are receiving sound investment solutions through LGIP advisory and sub-advisory solutions.
Environmental Utilities
By providing financial solutions to assist with the success of environmental issues and utilities for your local communities, PMA is an experienced strategic partner in the public space.
Insurance Cooperatives
Through the deep knowledge of liability-driven investment strategies, our experienced team at PMA executes customized investment solutions for insurance clients, helping overcome challenges, manage risk and meet portfolio objectives.
Other Post Employment Benefit (OPEB) Accounts
Our experienced team of strategists and portfolio managers at PMA Asset Management assist defined benefit plans, sponsors and their actuaries build effective strategies to help meet return objectives and manage risk.
Transportation Authorities
Understanding the unique challenges facing transportation authorities, such as public transportation, airport authorities, etc., PMA’s experienced investment professionals work collaboratively on managing balance sheet and capital objectives.
Insurance Companies
At PMA Asset Management, we know investing for insurers, from property & casualty and life & health to specialty and captive insurance. We leverage our more than three decades of insurance expertise along with our comprehensive asset management capabilities to design and deliver clear, flexible, tailored solutions. We understand the unique objectives, parameters, and regulatory constraints our insurance clients face and offer customized investments to help meet these needs.
Not-for-Profits
Managing portfolios for not-for-profits and charities requires a deep understanding of each client’s needs and constraints, as well as capabilities across all asset classes. We serve as a comprehensive outsourced investment department for our not-for-profit clients, creating a complete investment program that is designed uniquely for each organization. We create customized portfolios and provide a complete list of value-added services.
Wealth Solutions
As an institutional asset manager, PMA Asset Managementl offers a full suite of broad multi-asset and multi-sector capabilities. We bring these solutions to high net worth individuals through our separately managed account (SMA) and mutual fund program (MFP) solutions.
