Asset Management, Financial Advice & Consultation

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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Spotlight

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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With you all the way

Industry Insights

Spotlight

What we do

Expertise + Insight = Ingenuity

How may we help?

Our Transportation team leverages in-depth expertise to provide a clear path forward

What comes next for state and city budgets? As the nationally recognized leader in public finance, we will work with your needs to dig deep and develop solutions.

Life-changing research doesn’t just happen in the lab. Tap into our expertise in the health care industry.

Who we serve

Who We Are

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