Our Clients

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 requirements and investment objectives. The primary objective of our asset management practice is to protect the fiscal health of our clients’ plans, so that retirement, annuity and health/welfare assets are available for all beneficiaries when required. Additionally, we seek to help Trustees in their effort to construct an investment program that meets the Funds’ long-term objectives.

Our professionals are accountable to only one interest - that of our clients. We act as a fiduciary and an extension of their staff, delivering a disciplined investment process that provides a transparent look into the costs and management of their health, welfare and pension plans.

Featured Article

Short Duration Strategies are Worth a Look

The current environment caused many investors to ponder ways to generate positive returns, particularly those that operate in the world of fixed-income.

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.