Public Trust Advisors, LLC, PMA Financial Network, LLC, PMA Securities, LLC and PMA Asset Management, LLC (collectively “PTMA Financial Solutions”) are under common ownership. Public Trust Advisors, LLC and PMA Asset Management, LLC, (collectively “PTMA Investment Advisors”) are both SEC registered investment advisers. PMA Securities is a broker-dealer and municipal advisor registered with the SEC and MSRB and is a member of FINRA and SIPC. Registration with the SEC does not imply a certain level of skill or training. Marketing, securities, institutional brokerage services, and municipal advisory services are offered through PMA Securities, LLC. Public Trust Advisors and PMA Asset Management provide investment advisory services primarily to local government investment pools (“Funds”) and separate accounts. All other products are provided by an affiliate of PTMA Financial Solutions.
PTMA Investment Advisors are required to maintain a written disclosure brochure of our background and business experience. If you would like to receive a copy of our current disclosure brochure, privacy policy, or code of ethics, please contact us.
All information on this website is unaudited and is assumed to be correct, but accuracy has not been confirmed and therefore is not guaranteed to be correct. Data is not to be repurposed and is the intellectual property of PTMA Financial Solutions. Please read our Terms and Conditions before using the website. Should you need to use any data provided on this website, please contact PTMA Financial Solutions for authorization of use. All comments and discussion presented are purely based on opinion and assumptions, not fact. These assumptions may or may not be correct based on foreseen and unforeseen events. The information presented should not be used in making any investment decisions. This material is not a recommendation to buy, sell, implement, or change any securities or investment strategy, function, or process. Any financial and/or investment decision should be made only after considerable research, consideration, and involvement with an experienced professional engaged for the specific purpose.
Many factors affect performance including changes in the market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. Any performance comparisons will be affected by changes in interest rates. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.
Securities and public finance services offered through PMA Securities, LLC are available in CA, CO, FL, IL, IN, IA, MI, MN, MO, NC, NE, NY, OH, OK, PA, SD, TX, VA, WI, and WY. This website is not an offer of services available in any state other than those listed above, has been prepared for informational and educational purposes and does not constitute a solicitation to purchase or sell securities, which may be done only after client suitability is reviewed and determined. All investments mentioned herein may have varying levels of risk and may not be suitable for every investor. PTMA Financial Solutions and its employees do not offer tax or legal advice. Individuals and organizations should consult with their own tax and/or legal advisors before making any tax or legal related investment decisions. Additional information is available upon request.
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