PMA Financial Network
PMA Financial Network, Inc. is a provider of financial and investment advisory services tailored to school districts and public entities. Founded in 1984 and based in Naperville, Illinois, the firm serves over 2,400 clients across eleven states. PMA offers a range of services, including self-directed investment options, customized discretionary management solutions, and comprehensive financial planning programs. Its public finance expertise encompasses financial advisory services, credit rating assistance, and planning for bond and sales tax referendums. The company also administers investment pool services, which include advanced reporting and transaction systems, as well as fund accounting and marketing services. PMA is recognized for its commitment to best practices and is regarded as a trusted partner in the financial success of its clients.
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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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