Clients have access to the services and expertise of the entire PMA team of professionals, who have a collective pool of over 200 years of accomplishments in finance, law, business, academia, philanthropy and the non-profit sector.

    PMA’s unique process of constructing risk-controlled portfolios does not depend on the ideas or abilities of an individual advisor. It is the result of an extensive and disciplined process of analysis, examination and investigation of first-rank managers and the best thinking in the investment world.

    Every client’s portfolio benefits from this thoughtful and rigorous approach.

    Advisor/Leadership Profiles