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Portfolio Construction

Model Investment Portfolios

PMA offers clients four portfolios with specific risk characteristics that are defined by their equity exposure:

  • Small Risk Portfolio with a range of 15% to 25% equity and the balance in fixed income;
  • Moderate Risk Portfolio with a range of 45% to 60% equity and the balance in fixed income;
  • Substantial Risk Portfolio with a range of 65% to 80% equity and the balance in fixed income;
  • All Equity Portfolio that is 100% equity.

The PMA Investment Committee meets quarterly to determine the precise equity allocation in the Small, Moderate and Substantial model investment portfolios, based on current market metrics and recent history.

Contact us for information on expected returns and the probable range of returns of PMA portfolios.