Asset Management

  • PFM Asset Management LLC (PFMAM) provides independent, objective, and well-informed investment advice and portfolio management for government and not-for-profit organizations, corporations, pension funds and other institutions.

    For more than 34 years, the professionals of PFM Asset Management LLC (PFMAM) have provided independent, objective, and well-informed investment advice and portfolio management for government and not-for-profit organizations, corporations, pension funds and other institutions. Using our deep understanding of the industry, PFMAM offers a strong history of thoughtful innovation coupled with an abiding dedication to preserving client capital.

    Our clients benefit from our ability to provide a broad spectrum of services, among them:

  •  
    • Investment
      Management
    • Investment
      Consulting
    • Specialized
      Services
    • Why Clients
      Choose PFMAM

    Investment Management

    As an investment manager, PFMAM brings a comprehensive approach to the business of money management, advising both pooled investment funds and individual client portfolios designed to:

    • earn competitive yields
    • maximize safety
    • ensure liquidity

    Investment Consulting

    PFMAM also manages multi-asset class portfolios for pension, endowment and foundation funds and for trusts established to fund other post-employment benefits (OPEB).

    Additional investment consulting client benefits PFMAM offers are:

    Specialized Services

    PFMAM's Structured Products Group is dedicated to the development and implementation of investment strategies associated with municipal debt issuance. We specialize in:

    • optimization and procurement of fixed-income portfolios for defeasance escrows and other bond proceeds accounts,
    • design and competitive procurement of structured investments,and
    • development of hedging strategies focused on interest rate swaps, energy, and other derivatives.
    • performance monitoring.

    Why Clients Choose PFMAM

    Clients value the unique nature of PFMAM's service and its longstanding reputation for integrity and safety. As a result, PFMAM's assets under management have grown from $1 billion in 1986 to almost $91.8 billion, and we currently provide investment consulting services for nearly $20 billion more in securities.

    PFM Asset Management LLC is registered under the Investment Advisers Act of 1940. A copy of Form ADV, Part 2 is available upon request. 

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