PORTFOLIO MANAGEMENT TECHNOLOGY

Overview

Portfolio Management Technology is a small, SEC-registered advisory corporation that positions itself as a consultant and information provider rather than a traditional discretionary asset manager. The firm’s stated advisory activities are pension consulting services and the publication of periodicals or newsletters, which indicates its primary work is helping plan sponsors and other clients with governance, strategy and research rather than acting as a capital allocator. It operates under an individual ownership structure, uses an hourly- and fixed-fee billing model, and reports that it does not pursue ESG investing as an active policy. The firm is not registered as a multi-state adviser and is not identified as a related adviser to another entity.

Assets & Accounts

Location & Offices