Pma Wealth Management

PMA Wealth Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. PMA creates an Investment Policy Statement for each client, outlining their current situation. PMA generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, venture capital funds and private placements, although PMA primarily recommends ETFs. Clients may impose restrictions on investments, but PMA reserves the right to end the relationship if restrictions prevent proper servicing.