PMD ADVISORY

Overview

PMD Advisory is an independent, SEC-registered registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. The firm mixes fee models (percentage of AUM, hourly, fixed fees and other structures) and offers a suite of advisory services that extend beyond portfolio management to include financial planning, pension consulting support, selection of other advisers and educational workshops. PMD Advisory also operates as an insurance broker, integrating insurance solutions into client plans where appropriate. The firm is not an active ESG investor and reports being single-state in its regulatory footprint despite maintaining multiple office locations. Investment activity centers on pooled public vehicles for core exposures while selectively allocating to third-party alternative managers. PMD Advisory uses external managers and funds for hedge, credit and real estate exposures rather than running those strategies in-house. That approach suggests a model that combines centrally managed mutual fund/ETF sleeves for broad market exposure with allocated private/alternative positions to diversify return streams and income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices