Resources
Strategic Bond Fund
Class I: PTIAX | Class A: PTAOX | Class C: PTCOX
Fund Literature
Municipal Bond Fund
Class I: PTIMX | Class A: PTRMX
Fund Literature
Credit Fund
Class I: PTCRX
Fund Literature
Forms and Applications
- New Account Application for Entities
- Certification of Beneficial Owners for Entities
- New Account Application for Individuals
- IRA Application
- IRA Transfer Form
- IRA Disclosure
- IRA/Qualified Plan Distribution Request
- IRA Required Minimum Distribution Form
- Coverdell Education Savings Account Application
- CESA Distribution Request
- Form ADV Part 2
- Form CRS