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. 

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PFM Multi-Manager Funds Achieves 3-Year Track Record and Surpasses $2 Billion in AUM

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Practical Ideas for ARPA Implementation Webinar

We discuss the new ARPA Treasury guidance and how it applies to the Coronavirus State and Local Fiscal Recovery Funds.

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A Deeper Dive into Diversity for Stable Value Funds Webinar

This is a follow up to the Bringing Diversity to Stable Value Funds webinar hosted in March.

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