PT Asset Management (PTAM) is an asset management firm specializing in fixed-income markets. PTAM provides investment management and advisory services to mutual funds, exchange traded funds, and separately managed accounts. PTAM seeks investment opportunities in fixed-income markets where structural and pricing inefficiencies can create unique drivers of return. PTAM's expertise lies in navigating complex investment strategies and relationships across asset classes.
Assets Under Management$9.6B
Clients4
Advisors10
Avg. per Client$2.4B
Avg. per Advisor$960M
www.youtube.com/@ptassetmanagementllc ·www.linkedin.com/company/performance-trust-inve... ·www.ptam.com
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
PT Asset Management (PTAM) manages investments for separately managed accounts. The management fee is calculated as a percentage of the market value of the account, as agreed upon in the investment management agreement. The specific rate is determined in the agreement.
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