Asset Management

PFM provides portfolio management and investment advice for non-profits, charitable institutions and other institutional clients. We have a strong history of providing flexible solutions across both fixed income and multi asset class portfolios. Our discretionary assets under management have grown from $1 billion in 1986 to $123.2 billion as of March 31, 2021 and we currently have $41.3 billion in non-discretionary assets under advisement. 

Meet Our People

We are right around the corner  Contact UsFind Us Locally

Our Solutions







Relevant Articles

 

Special Report | What You Should Consider About Benefit Bonds

The issue of funding an increasing pension liability is always top of mind for many trustees and state officials. 

Read More
 

Multi-Asset Class Monthly Market Review | July 2021

Multi-Asset Class Monthly Market Review - July 2021

Read More
 

InvestEd | Short Duration Strategies are Worth a Look

The current environment caused many investors to ponder ways to generate positive returns, particularly those that operate in the world of fixed-income.

Read More
See All Articles

Meet Our People

Newsletter Sign-up