PTMA Investment Advisors offers investment advisory services to state and local U.S. government entities, non-profit corporations, charitable organizations, municipal entities, and other institutional clients. PTMA Advisors provides investment advisory services through customized portfolios of securities. PTMA Advisors offers various investment strategies for a customized solution utilizing various asset classes. PTMA Advisors also provides investment management services tailored to the individual needs of their clients within the framework of established written investment guidelines or investment policy statements.
Assets Under Management$28B
Clients157
Advisors29
Avg. per Client$180M
Avg. per Advisor$960M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
29 Advisors at this firm
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