PFM News

PFM's Latest InvestEd explores the earnings credit rate that many banks offer&nbsp;to their institutional depositors.. Read more about it <a href="https://pfm.com/docs/default-source/default-document-library/invested---understanding-bank-deposits_newsroom.pdf?sfvrsn=e45b0dff_0">here</a>.

As institutional investors increasingly look for opportunities to increase returns and diversify their portfolios, assets outside of traditional publicly-traded bonds and stocks, such as private equity and/or real assets, have come into focus. Read more about it <a href="https://pfm.com/docs/default-source/default-document-library/invested---pfm's-manager-research-process.pdf?sfvrsn=aa616876_0">here</a>


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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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CIO Marty Margolis discusses the change to the SEC rules that limit sales of certain private market securities.  

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PFM's Commitment to Change  

Find out how PFM will be an agent of change in the fight against racial inequality.   

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COVID-19 Resources

The world is changing at a rapid pace, but PFM's commitment to our clients, our colleagues and our communities remains the same. Find out how we are responding and keeping clients informed during the pandemic and prepare for the road to recovery. 

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