Portfolio Management Technology (PMT) is an investment consulting firm specializing in fixed income markets. PMT analyzes the performance and risk of clients' fixed income portfolios, whether managed internally or by an outside manager. PMT also provides updates on fixed income market developments and sector performance.
Assets Under ManagementN/A
Clients10
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Risk profile and performance attribution (MONITOR) — $80,000 per year for up to 5 portfolios or managers, payable quarterly in advance.
- Customized projects — $8,000 per day for evaluating other investment advisors or analyzing markets and instruments.
One-Time Plan:$8,000 - $80,000
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