Our clients benefit from our ability to provide a broad spectrum of services to suit all their financial needs.
We manage client-driven strategies built on our 30-year record of trust, independence and integrity.
PFM’s professional teams include experts in every major area of public finance.
We are proud to help our clients meet their financial challenges with a broad array of services delivered in an unbiased manner that serves solely our clients’ interests.
PFM serves the communities we live in, the schools our children attend, and the governments and non-profits institutions that serve our nation.
PFM is a place where honest, intelligent, dedicated, creative people can grow and thrive.
PFM is the industry leader in virtually all segments of the municipal finance industry.
The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of municipal finance officers and institutional investors for many years.
On the Financial Advisory side, Public Financial Management, Inc. is staffed with individuals possessing intimate knowledge of their field of specialization, whether it be healthcare, higher education, transportation, school finance, or many other areas. At the same time, these individuals are supported by PFM's extensive resources in debt and credit structuring and management.
PFM Asset Management LLC clients are supported by an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives.
All clients benefit from the coordinated efforts of an engagement team combining both local knowledge and experience and our deep resources nationwide. This team approach provides clients with close personal attention while leveraging PFM's broad reach in the industry.
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800 Nicollet Mall
Minneapolis, MN 55402
Carole Loehr joined The PFM Group as a Senior Marketing Representative in February of 2004, when PFM acquired the asset management business of Ambac Securities. Ms. Loehr has been a Senior Marketing Representative for the MN School District Liquid Asset Fund+ since April of 2001, and in July of 2005 she became Senior Marketing Representative for the MN School District Liquid Asset Fund+ and Minnesota Association of Governments Investing in Counties Fund. Ms. Loehr is responsible for the school districts and counties in the northern part of Minnesota and the Minneapolis metropolitan area.
At PFM, Ms. Loehr is responsible for ensuring that the Asset Management needs of the school districts and counties are met. She provides them with Investment Pool, Fixed Rate Investment, Bond Proceeds Investment and Separate Account Management information. Ms. Loehr also assists with their Cash Management needs and is the P Card Coordinator in MN.
Prior to joining PFM, Ms. Loehr was the Supervisor of Accounting at the St. Cloud Area School District for 13 years and a Shared Accountant with Central Minnesota Education Research and Development Council (ESV Region III) for six years. Her experience included financial accounting, reporting, budgeting, cash flow forecasting, investing and working closely with people from many school districts.
Ms. Loehr received her Bachelors degree in Accounting from the College of St. Benedict in MN. Ms. Loehr has two FINRA licenses - Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent Law).
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