For each client, PMA builds a portfolio that
will achieve the client's goals with the least risk possible.
We select funds for investment from the small group that
have already met our stringent standards in our initial
analysis of fund performance.
The portfolios of clients whose goals require high potential
returns will necessarily contain only higher risk investments.
For the majority of clients who can obtain
their goals with less risk, we use our proprietary model to
add funds that reduce and minimize the overall risk of their portfolios
while maintaining the needed level of
potential returns. Our model integrates tax considerations
so that we can minimize their impact.
Once the portfolio is constructed, PMA then constantly
monitors and adjusts it in response to market conditions,
the performance of specific funds, a change in manager
or investment style, or evolving client goals.
