Resources
Strategic Bond Fund (PTIAX)
Strategic Bond Fund Materials
Strategic Bond Fund Prospectus
Strategic Bond Fund Reports
Municpal Bond Fund (PTIMX/PTRMX)
Municipal Bond Fund Materials
Municipal Bond Fund Prospectus
Municipal Bond Fund Reports
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
- Tax Information
- Form ADV Part 2