Prudent Man Advisors Announces GIPS® Compliance

July 13, 2018

Naperville, IL – Prudent Man Advisors, Inc. is pleased to announce that it claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the period of January 1, 2007 through December 31, 2016.

GIPS is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment performance to prospective clients. Although the adoption of GIPS is not mandated by regulation, it is considered best practice for investment advisors. Firms that claim GIPS compliance adhere to all applicable requirements of the GIPS standards, but do so through an ethical commitment to best practices.

Third-party verification brings additional credibility to a firm’s claim of compliance and requires robust review of performance composites and thorough testing of policies by an independent party. Prudent Man Advisors, Inc. chose ACA because they are the largest team of professionals solely dedicated to GIPS verification and investment performance services with a combined 250 plus years of experience amongst their professionals.

John Huber CFA, Chief Investment Officer and Senior Vice President of Prudent Man Advisors, Inc. states, “As a fiduciary that places high value on transparency in everything we do, adopting the GIPS standards to use the most rigorous performance calculations and presentation standards in our reporting is directly consistent with PMA’s core values of integrity, commitment and performance. As a growing firm that provides investment advisory services for public clients throughout the United States, we are extremely proud to have undergone the demanding process to claim compliance with the GIPS standards.”  

As an SEC registered Investment Adviser, Prudent Man Advisors provides investment advisory services to public entities and local government investment pools (“LGIPs”).  As a fiduciary, Prudent Man Advisors works with cities, counties, school districts and other municipalities with solving their investment challenges through custom pooled and separate account solutions. As of March 31, 2018, Prudent Man Advisors had over $6 billion of assets under management in 46 client accounts including six Local Government Investment Pools across the country.


About The PMA Companies

PMA Financial Network, Inc., PMA Securities, Inc. and Prudent Man Advisors, Inc. (“PMA” or “the PMA companies”) are under common ownership.  Prudent Man Advisors, Inc., an SEC registered investment adviser, provides investment advisory services to local government investment pools and separate accounts.  Securities, public finance services and institutional brokerage services are offered through PMA Securities, Inc. PMA Securities, Inc. is a broker-dealer and municipal advisor registered with the SEC and MSRB, and is a member of FINRA and SIPC.  All other products and services are provided by PMA Financial Network, Inc.

PMA Financial Network has been a leading provider of financial services since 1984 and the PMA companies currently serve over 2,400 school districts and other public entities in 11 states. PMA has built a reputation as a reliable, professional financial organization offering unique products and services tailored for public sector clients. Public entities turn to PMA as a trusted partner and integral component of their long-term financial success.  As of March 31, 2018, the PMA companies had over $22 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/distributer, fixed income program provider (brokerage services), and/or investment advisory, or separate institutional account management. PMA has built a record of success stories by meeting the needs of public entities.  Additional information is available at www.pmanetwork.com.

About the GIPS standards

The GIPS standards are currently adopted in 41 countries and are recognized around the world for their credibility, integrity, scope, uniformity, and enabling direct comparability of a firm’s track record.

GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement.

About ACA Performance Services, LLC

ACA Performance Services, a division of ACA Compliance Group, offers GIPS verification and other investment performance related services to investment managers across the globe. With over 70 consultants, ACA Performance is the largest team of professionals solely dedicated to GIPS verification and investment performance services.

As part of ACA Compliance Group, our in-house regulatory and performance experience is leveraged to help your firm understand the broader picture of compliance. ACA Performance Services draws from experience and regulatory insight to help your firm understand industry best practices and the range of compliance issues that your peers face today.

For more information, please visit www.acacompliancegroup.com/gips.

 

DISCLAIMER - Securities, public finance services and institutional brokerage services are offered through PMA Securities, Inc. PMA Securities, Inc. is a broker-dealer and municipal advisor registered with the SEC and MSRB, and is a member of FINRA and SIPC. Prudent Man Advisors, Inc., an SEC registered investment adviser, provides investment advisory services to local government investment pools and separately managed accounts. All other products and services are provided by PMA Financial Network, Inc. PMA Financial Network, Inc., PMA Securities, Inc. and Prudent Man Advisors (collectively “PMA”) are under common ownership. Securities and public finance services offered through PMA Securities, Inc. are available in CA, CO, FL, GA, IL, IN, IA, KS, MI, MN, MO, NE, OH, OK, PA, SD, TX and WI. This document 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. PMA 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 available upon request.

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