PFM Asset Management

Our Clients

Since 1981 we have served public sector, non-profit and other institutional clients. We are an advisor to local governments, pension funds, higher education, healthcare, non-profits, and insurance risk pools across the nation. Our professionals begin every engagement with a conversation to understand the unique needs of each client we work with. We look forward to hearing more about how we can work with you.

State & Local Governments

Our resources and tools are built to evaluate investments with the risk tolerances, investment horizons, investment criteria and stakeholder views that public funds investors are required to adhere to.

Primary & Secondary Education

We bring a national perspective and industry best practices to working with primary and secondary school districts. This enables us to optimize investment programs to fit each client’s specific needs.

Insurance & Self-Insurance

We help insurance and self-insurance clients professionally manage diversified portfolios that are tailored to their individual needs.

Pensions & Other Post-Employment Benefits (OPEB)

Our professionals have a long history of providing outsourced chief investment officer services (OCIO) to retirement plans, including defined benefit plans and other post-employment benefit trusts (OPEB).

Higher Education

Our in-depth understanding of the higher education sector informs a thoughtful approach to managing portfolios of varying complexities, liquidity needs, time horizons and risk budgets.

Transportation

We work with transportation entities to invest their operating funds, bond proceeds, pension funds, and OPEB funds. Our clients include large airports, transportation and transit agencies, port authorities, and toll agencies.

Endowments, Foundations and Charitable Institutions

Our professionals provide a holistic Outsourced Chief Investment Officer (OCIO) solution to build an investment program that is customized to support an endowment or foundation’s specific central mission.

Healthcare

Our professionals provide innovative investment advice and management in an effort to help our healthcare clients achieve their organizations' respective missions. This advice and management has been shaped by our experience in working with healthcare clients the past 40 years.

Public Power

Our large and diverse client base has provided us with a wealth of knowledge and experience, and we have helped our clients navigate countless challenges.

Taft-Hartley

We support our Taft-Hartley clients as a strategic partner by providing discretionary, customized investment solutions designed to meet each plan’s unique needs and investment objectives.

Why work with PFMAM?

With more than 40 years of experience, we serve public sector, non-profit and other institutional clients. We combine national perspective with local connection to build tailored, flexible investment solutions across fixed income and multi-asset class strategies. Our focus is on liquidity management, investment-grade fixed income and outsourced chief investment officer (OCIO) solutions. We look forward to working with you to develop bespoke solutions to your specific needs.