Our Clients

State & Local Governments

Since 1981, our focus has been serving the public sector. Our resources and tools are designed to evaluate investments with the risk tolerances, investment horizons, investment criteria, and stakeholder views that public funds investors are required to adhere to.

Our experience in working with cities, counties, townships, and other localities across the nation provides us with localized knowledge of investment policies and an understanding of the context in which finance directors, treasurers, and other officials operate. We understand the challenges you face in investing operating funds, bond proceeds, reserve, retirement, and other funds. Our process involves detailed cash flow analyses, a review and appropriate application of state or entity specific investment code, and a holistic view of the organization’s finances.

Nationally, we are active participants in government organizations like the Government Finance Officers Association (GFOA) and its committee on treasury and investment management, helping to develop GFOA’s best practices related to investing public funds.

Why work with PFMAM?

We have more than 40 years of experience serving the public sector. 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 OCIO solutions. We look forward to working with you to develop custom solutions to your specific needs.