PTMA Investment Advisors Oversees Wisconsin OPEB Strategies
Middleton-Cross Plains School DistrictSchool · Middleton, WI- Document date
- Dec 31, 2025
- Term
- Ongoing as of 12/31/2025
The 30-second brief
Operating under the PTMA Investment Advisors brand, Public Trust Advisors and PMA Asset Management jointly provide advisory oversight for Wisconsin OPEB Trust strategies. This includes designing and managing the Moderate Growth Strategy for governmental OPEB funds.
Ptma Investment Advisors holds this financial services contract with Middleton-Cross Plains School District. Its other public contracts on record include work for Village of Rye Brook.
Term as filed: Ongoing as of 12/31/2025.
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Contract details
- Contract type
- Financial Services
- Document date
- December 31, 2025
- Term
- Ongoing as of 12/31/2025
- Vendor
- Ptma Investment Advisors
- Source document
- Wisconsin OPEB Trust Moderate Growth Strategy Report 2025-12-31 (Report)
Ptma Investment Advisors's other public contracts
More Middleton-Cross Plains School District contracts
Questions about this contract
Who was awarded the financial services contract by Middleton-Cross Plains School District?
Ptma Investment Advisors was awarded this financial services contract by Middleton-Cross Plains School District, as recorded on December 31, 2025.
What type of contract is this?
This is a Financial Services contract, documented as a report record.
Where was this contract approved?
This contract appears in Wisconsin OPEB Trust Moderate Growth Strategy Report 2025-12-31 (Report), dated December 31, 2025 from Middleton-Cross Plains School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Ptma Investment Advisors hold?
Ptma Investment Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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