A complete list of active advisors currently associated with Portfolio Management Technology

Warmer can help you find a great advisor at Portfolio Management Technology or one who fits your needs even better.

Portfolio Management Technology (PMT) provides performance attribution and risk analysis focused on fixed income portfolios for institutional and professional clients, including corporate pension plans, family offices of high-net-worth individuals, and other investment advisory firms. The firm delivers monthly reports and market reviews and can analyze portfolios managed by outside managers or managed internally by the client. PMT applies proprietary models to disaggregate return and risk—down to the securities level—across investment grade, high yield, tax-exempt, international, and emerging-market fixed income sectors, producing statistics and charts for ongoing monitoring. Its services are advisory and non-discretionary, offering a monitoring product and custom analytic projects rather than executing or managing client trades. What distinguishes PMT from many peers is its contract-based billing and analytic-only focus: it does not charge percentage-of-assets fees, does not accept discretionary portfolio management or custody, and does not manage retail individual accounts outside high-net-worth family offices. The firm’s long operating history and explicit orientation toward providing detailed attribution and risk analytics to institutional and advisory clients set it apart from typical advisory boutiques that primarily offer asset management.

To learn more about the advisors currently working at Portfolio Management Technology, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Eric Tang	San Francisco, CA	29

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