Client Services

PMA combines the roles of the consultant and the money manager into one firm, evaluating mutual fund managers and constructing highly diversified portfolios from the managers that pass the firm’s screen. PMA carefully monitors the volatility of the financial markets for excessive exuberance or pessimism, tracks the changing correlations between asset categories, and adjusts client portfolios accordingly.

PMA also advises not-for-profit institutional clients in the formulation of appropriate investment policies and spending rules, and can provide them with model projections showing the impact of asset allocation and spending rates on endowment perpetuity.