PMA Financial Network

Founded in 1984, PMA Financial Network specializes in providing comprehensive financial services to over 2,400 school districts and public entities across eleven states. The company offers investment services such as self-directed investments, discretionary management, cash flow management programs, and bond proceeds management. Additionally, they provide financial planning services, public finance services, and investment pool services including administration, marketing/distribution, and fixed rate investment services.

Laura Clarke

Senior Vice President, Operations

1 past transactions

Miles Capital

Acquisition in 2020
Miles Capital, Inc. is an independent investment management firm based in West Des Moines, Iowa, founded in 1982. The company specializes in providing institutional-quality investment solutions to a diverse clientele, including insurance companies, government entities, not-for-profit organizations, and high net worth individuals. Miles Capital manages separate client-focused portfolios across three primary asset classes: equity, fixed income, and alternative investments. Its equity investments encompass public securities, exchange-traded funds, and stocks from both small-cap and large-cap companies. In fixed income, the firm invests in a variety of debt securities, including municipal and government securities, as well as convertible bonds and preferred stocks. The alternative investment strategy includes private equity, hedge funds, real estate, and commodities. Miles Capital employs a combination of fundamental and quantitative analysis in its investment process, supported by in-house research to tailor its strategies to meet clients' investment objectives.
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