An innovator in the use of no-load mutual funds, PMA combines unique analysis and highly personalized service to produce superior results for:

     High net worth individuals and families
     Pension and profit-sharing plans
     Endowments, trusts, and charitable organizations

PMA achieves these results through our sophisticated approach to identifying mutual fund managers and to controlling risk in the construction of each portfolio. Because we are entirely independent of all mutual funds, we can ensure strict objectivity in choosing investments.

PMA brings integrity and some of the finest and most experienced minds in the business to addressing our clients’ needs.