OUR FINANCIAL SOLUTIONS
Self-Directed Investments
PMA has developed a unique set of investment products and services designed to maintain safety of principal, adequate liquidity and maximize interest earnings with a focus on short-term investment horizons.
PMA Asset Management –
Investment Advisory Services
As a fiduciary, PMA Asset Management provides customized investment advisory services to public entities, insurance companies and other institutional investors. Offerings include pooled and separately managed account solutions.
Public Finance
PMA Securities’ Public Finance Team performs a number of services for its clients, ranging from the development of funding plans for capital projects to facilitating the debt issuance process.
Investment Pool Services (LGIPs)
PMA has significant experience in all aspects of investment pool management and operations. Our LGIP services include administration (transfer agency and fund accounting), marketing and distribution, investment advisory (through PMA Asset Management) and fixed rate investment programs.
Funding Solutions
PMA Funding provides a variety of deposit and collateralization vehicles to develop sound funding solutions for financial institutions.
Market Research & Articles
FEATURED MARKET DATA
Corporate Earnings Support Markets
With the first quarter corporate earnings season complete, S&P 500 companies reported a blended growth rate of 5.9%. The level was well ahead of market expectations and the strongest since the first quarter of 2022. The breadth of earnings beats was also strong, with the percentage of companies exceeding earnings growth expectations above average.
SEMI-ANNUAL MARKET OUTLOOK | WINTER 2023-2024
Positive Expected Returns in 2024
As we put the finishing touches on another wild year for the global capital markets, we expect positive returns to continue in 2024, despite our expectations for a slowing economy. We find ourselves in a market shaped by both challenges and opportunities.
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MNTrust/PMA Achieves Significant Milestone – Reaching $4B in Fund Assets
MNTrust (the “Fund”), along with PMA, a premier full-service provider of financial and advisory services to local governments, achieved a significant milestone by reaching $4 billion in assets in MNTrust and its Fixed Income Investment Program as of June 5, 2024.
Yearly Highpoint
*Money market pool assets for which the PMA companies serve as fund administrator/accountant, marketer/distributer, and fixed income program provider (brokerage services).
**PMA Asset Management provides investment advisory services to public clients. AUM includes the total market value of assets that PMA Asset Management manages through investment advisory or separate institutional accounts, on behalf of its clients.
Frequently Asked Questions
01.Who is PMA?
PMA is a national Firm comprised of three distinct companies, PMA Financial Network, LLC, PMA Securities, LLC, and PMA Asset Management, LLC (collectively “the PMA companies”), which together provide customized, integrated financial solutions to the public sector and related entities, insurance companies and other institutions.
02.Who does PMA serve?
Collectively, the PMA companies serve over 4,000 municipalities, school districts, local government investment pools, insurance companies and other institutions across 12 states by providing investment, financial management and fund administration services.
03.Does PMA work with Financial Institutions?
Yes! PMA has a Bank Funding division designed exclusively to help banks develop a diversified funding strategy through reliable funding sources. PMA Funding is a service of PMA Financial Network, LLC and PMA Securities, LLC, and provides over 1,000 financial institutions with a broad array of cost effective funding alternatives.
04.How much in total assets does PMA manage/administer?
As of March 31, 2024, the PMA companies had over $46 billion in assets under administration. Total assets under administration include both money market pool assets for which the PMA companies serve as fund administrator/accountant, marketer/distributor, fixed income program provider (brokerage services), and/or investment advisory, or separate institutional account management.
05.How can PMA help my entity/institution?
The PMA companies offer a full range of products and solutions for public funds management, the public finance manager, insurance companies and other institutions. We focus on managing risk, solving problems and creating efficiencies for our clients. PMA is partner-focused, not product-centric. Our goal is to achieve long-term financial success for our clients.
06.What services does PMA offer?
The PMA companies can provide investment management, fixed income investment products and services, public finance/municipal advisory services, as well as comprehensive services for LGIP clients which include portfolio management, fund administration and marketing. In a nutshell, our services include self-directed investments, investment advisory services, public finance and investment pool services (LGIPs).
07.Where is PMA located?
PMA is headquartered in Naperville, IL, but also has office locations in Florida, Iowa, Minnesota, Missouri, Nebraska and Wisconsin. We have 150+ employees to meet the ongoing needs of our clients. Our addresses and contact info can be found here.
Upcoming Bond Sales
School District of Iola-Scandinavia
Portage and Waupaca Counties, Wisconsin
Time of Sale: Tuesday, June 10, 2024 | 10:00 A.M. CDT (via Parity)
Par Amount: $2,300,000*
Maturity: April 1, 2025-2034
Issue Name: General Obligation Promissory Notes, Series 2024
Callable: The Notes due on and after April 1, 2033 are subject to redemption prior to maturity on April 1, 2032 or any date thereafter.
Bank Qualified: Yes
Insurance: At the option of the Purchaser
Credit Rating: Non-Rated
Delivery Date: On or about July 1, 2024
POS & NOS: Click HERE to download
* All above information is subject to change
Meet Our Team
Get to know PMA’s leaders who are focused on achieving long-term financial success for our clients.
Department Directory
Have a question? Click below for direct access to each of PMA’s departments and lines of business