March 2018

Press Release – PMA/WISC Achieves Significant Milestone

Milwaukee, WI – March 29, 2018 – PMA Financial Network, Inc., PMA Securities, Inc. and Prudent Man Advisors, Inc. (collectively “PMA”) and the Wisconsin Investment Series Cooperative (WISC), achieved a significant milestone by reaching $2 billion in assets in WISC and its Fixed Rate Investment programs as of March 26, 2018. (More...)

Utilizing Political Subdivisions as a Stable Funding Source, March 27, 2018
Posted with permission by CUInsight

By: D. James Lutter
Co-author: Todd Terrazas

Press Release – Prudent Man Advisors Welcomes Pat Harris as Vice President of Customer Solutions

Naperville, IL – March 7, 2018 – Prudent Man Advisors, Inc. (“PMA”) is pleased to announce the addition of Pat Harris as Vice President of Customer Solutions. 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 in solving their investment challenges through separately managed accounts. (More...)

Deposit Composition and Funding Channels
By: D. James Lutter
Co-authors: Todd Terrazas and Nolan Meehan


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