PMA celebrates 40 years of partnering with clients to help them achieve their long-term financial goals.
Built on Academic Principles, Managed with Integrity and Trust
Our approach to investment management is grounded in rigorous academic principles, combined with a dedication to managing our clients’ investments as if they were our own.
PMA’S team is a unique blend of talent, integrity, and kindness. Our client relationships often last for decades because of the trust and confidence we instill.
PMA works with high-net-worth individuals, multi-generational families, and not-for-profit organizations to manage their investments and provide financial guidance. Approximately 40%* of PMA clients have trusted us for 20+ years.
*as of December 31, 2021
We work closely with each client to define their current needs and long-term goals.
PMA knows that every investor is unique.
PMA’s individual clients often fall into one of the following groups.
The Multi-Generational Family
PMA counts many multi-generational families as clients who have trusted us for decades. Many have started and run businesses as entrepreneurs. Often, what began as a relationship between PMA and one family member develops into relationships with their spouse, children, and grandchildren. Each family has its own particular concerns and PMA meets the needs of each one.
PMA works with employees and business owners who have spent their careers accumulating assets and preparing for retirement. This is a stressful period as clients begin thinking about living off their assets instead of an annual income. We help them develop an appropriate spending plan that aligns with their tolerance for risk and their long-term goals, decide on an asset allocation, and use financial planning tools to explore scenarios that are likely to occur as they proceed through retirement.
Rooted in academia, PMA understands the hard work and dedication required for a successful academic career that includes decades of intense research, publications, and teaching. We have worked with numerous academics who are nearing retirement and would like a reliable income source in their post-retirement years.
Young Professional Couples
PMA understands how life can be busy for a young professional couple and we seek ways to simplify the investing decisions for our clients in this stage of their lives. Whether saving for college, buying a house, or planning for retirement, PMA provides strategic and sound financial advice to help them make the best decisions for their family.
Not-for- Profit Organizations
PMA works closely with the staff and board of numerous not-for-profit entities serving many different communities in the tri-state area, including religious institutions, arts organizations, museums, foundations and a school.
PMA manages approximately
in assets for over 200 high-net-worth
individuals and not-for-profit institutions*
*as of December 31, 2021
News + Insights
“I have never had any reservations or concerns about the way PMA has handled my investments. I am forever grateful that this is not something that keeps me up at night.”
“JH”, PMA Client Since 1999, Philadelphia PA