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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

PT Asset Management


PT Asset Management, LLC (PTAM) is a Chicago-based boutique fixed income asset manager that seeks to deliver superior long-term results to investors, financial advisors and institutions. Our investment team uncovers compelling opportunities by looking beyond traditional metrics, and applying a dynamic approach to evaluating the future total return of securities over various interest rate scenarios.

As of December 31st, 2023, PTAM manages approximately $6.96 billion in assets across multiple products, including mutual funds and separately managed accounts for institutional investors.