PTMA Investment Advisors provides investment advisory and portfolio management services to institutional investors, local governments, and individual clients, including high-net-worth investors. The firm operates through two separately registered investment advisers: Public Trust Advisors, LLC and Prudent Man Advisors, LLC (doing business as PMA Asset Management, LLC). Public Trust primarily focuses on fixed-income strategies for local government investment pools and separately managed accounts, while PMA offers broader strategies including equities, multi-asset portfolios, and alternative assets for institutional and individual clients. PTMA Investment Advisors emphasizes a fundamental research-driven approach combined with disciplined risk management to meet clients' liquidity, capital preservation, and income generation objectives. In addition to investment management, the firm offers administrative services, fund accounting, and consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client type and strategy, with individual equity, fixed income, and balanced strategies charged up to 1.00% annually. Institutional fixed income strategies are charged up to 0.45% annually. Fees are negotiable.