Investment Management

  • PFMAM and its predecessors have managed short-  and intermediate-term fixed income portfolios for more than 30 years. Accounts under management consist of operating funds, capital reserves, insurance reserves, proceeds from the sale of bonds, and other funds with an investment horizon of overnight to ten years.

    Unique Client Advantages

    Our approach is to customize each portfolio to serve the interests and meet the investment policies of each client. Using broad and deep industry experience, our professionals use sophisticated modeling techniques to structure investments that offer the appropriate balance of risk and reward. Most important, the decisions and investments that we recommend are solely for the client's benefit. We are not compensated for the transactions that occur, but rather for the advice we offer, making our priority independence and integrity.

    Industry Leadership

    PFM Asset Management LLC is a leader in our industry, managing separate accounts for more than 200 public sector and other institutional clients, and providing investment management services for the benefit of over 5,000 additional investors through pooled investment funds. Separately managed accounts range in size from about $25 million to more than $500 million.

    Broad Array of Service Offerings

    As part of the nation's leading independent municipal finance advisory firm, the PFM Group of companies, PFM Asset Management LLC is able to offer public agencies a comprehensive approach, not just in investment management, but also in asset and debt management, and capital and strategic planning. To learn more about the investment management services we offer, please consult the information below.

Searching for a PFM location or a professional?

Use our interactive location map »

Southeast Northeast Southwest Midwest West