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Cash Management, Investment and Financial Advisory Services

Throughout its 35-year history, the PMA companies have provided comprehensive financial management services to local governments. Today, PMA proudly serves over 25 Wisconsin counties and 2,500 other public entities in eleven states.

PMA has served as the fund administrator, marketer and sub-advisor for the Wisconsin Investment Series Cooperative (WISC) since 2004. PMA’s Investment Service Programs have been a critical element in the growth of the WISC fund. In addition to WISC’s pooled investment offerings, clients are offered a competitive Fixed Rate Investment Program that includes unique bidding services, brokerage services and certificate of deposit program. PMA Financial Network’s Cash Flow Management Program and PMA Securities’ Bond Proceeds Management Program are designed to maximize portfolio earnings by evaluating cash needs and developing an investment plan for the local government entity. In early 2018, WISC achieved a significant milestone by reaching over $2 billion in assets.

Debt issuance and debt management services are provided through PMA Securities, LLC. PMA served as financial advisor on 451 debt transactions during the three-year period 2016-2018, totaling over $4.8 billion. Of those totals, Wisconsin issuers represented 121 transactions aggregating to nearly $1.6 billion.

While the scope of services might differ based on circumstances, one thing that does not change is that PMA owes its municipal entity clients a fiduciary duty when providing advice on the issuance of debt.

Prudent Man Advisors, LLC, an SEC registered investment advisor, specializes in fixed income portfolio management. These customized portfolios may include U.S. treasuries, government agencies and corporate and municipal securities with durations ranging from 60 days to ten years.

PMA’s dedication to understanding the specific needs of individual clients not only produces superior results, but also illustrates its commitment to local government solutions.

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