With you all the way

Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow.

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Industry Insights

Chief Investment Officer Marty Margolis recently joined a panel of asset managers to discuss the current economic backdrop for bond investors with P&I Magazine.   

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Managing Director Adela Cepeda has been named a Top Latina by The Alumni Society for her unwavering commitment to opening doors for minorities. 

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What we do

Expertise + Insight = Ingenuity

PFM has more than $2.5 billion in stable value assets, representing clients in the public, labor union and corporate segments of the market. Learn more about our independent and flexible approach to fixed income management.

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Who We Are

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