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portfolio management technology

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portfolio management technologysan francisco, CA

Additional Information

Portfolio Management Technology is a San Francisco-based registered investment adviser specializing in global fixed income consulting. Since 1988, PMT has provided risk analysis and return attribution for clients' bond portfolios, serving large corporate and private institutional investors including Fortune 100 companies.

Registered investment adviser

Specializes in

Global fixed income consultingBond portfolio analysisRisk analysisReturn attribution

Services

Portfolio risk and return analysis using individual positionsRisk and return reporting at composite level, individual manager level, and individual position levelIn-depth research of global fixed income marketsLong-term historical analysis of manager investment style

Established 1988 · Serving San Francisco

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 415-752-6981

Website: http://portfoliomanagementtechnology.com

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Frequently Asked Questions

How much does a financial advisor cost in san francisco?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.