PTMA Investment Advisors provides customized investment portfolios to various institutional clients, including state and local government entities and non-profit organizations. PTMA Advisors offers investment management services tailored to the individual needs of their clients within the framework of established written investment guidelines or investment policy statements. PTMA Advisors offers various investment strategies for a customized solution utilizing various asset classes.
Fee Structure
PTMA Investment Advisors manages investments for institutional clients, charging fees based on a percentage of assets under management.
For Local Government Investment Pools (LGIPs), fees can be up to 0.30% annually, but are typically between 0.10% and 0.20%. For Separately Managed Accounts (SMAs), fees can be up to 0.175% annually. The specific fee depends on factors like the type of investment, market conditions, account size, and the scope of services provided. Fees are typically invoiced monthly or quarterly in arrears.