Client Services

Who We Serve

PMA clients are high net worth individuals and not-for-profit institutions with substantial investible assets. The minimum account size is $1 million.

Account types include personal investment accounts, retirement funds and plans, trusts, and institutional endowments.

PMA’s clients are conservative, patient investors focused on longer term results.

PMA clients understand that it is more important to preserve assets and earn a reasonable return than it is to pursue high returns that carry a big risk.