Charitable Institutions

PFM professionals have over 32 years of experience in providing investment management, financial advisory services and financial modeling/analytical services to charitable institutions. Our strong background in this specialized area gives us an in-depth understanding of the specific challenges facing charitable institutions and informs our approach to providing financial consulting services.

Additionally, our asset management practice manages funds for many not-for-profit entities, several of which are higher education endowment/foundation funds. We provide discretionary fixed-income management services, outsourced Chief Investment Officer services and investment consulting services to these clients. These clients represent approximately 10% of our current client base.

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