Ptma Investment Advisors

Overview

Ptma Investment Advisors is an institutional registered investment adviser that focuses on discretionary portfolio management for both high-net-worth individuals and institutional clients. The firm is SEC registered (2019) and operates as a capital allocator, often selecting third-party managers as part of its investment mix. Its advisory services cover separate account management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio management and the selection of other advisers. Ptma charges fees based on a percentage of assets under management and is not identified as an active ESG investor. The firm maintains industry relationships beyond advisory work: it lists affiliations with a broker-dealer, other investment advisers and as a registered municipal advisor. Those connections, together with its role as a capital allocator and manager of pooled vehicles, suggest a blended model of in-house management plus outsourced manager relationships.

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Location & Offices