PFM Asset Management

Our Clients

Since 1981 we have served public sector clients. We are an advisor to local governments, pension funds, higher education, non-profits, and insurance risk pools across the nation. Our professionals begin every engagement with a conversation to understand the unique needs of each client we work with. We look forward to hearing more about how we can work with you.

State & Local Governments

Our resources and tools are designed to evaluate investments with the risk tolerances, investment horizons, investment criteria, and stakeholder views that public funds investors are required to adhere to.

Primary & Secondary Education

We bring a national perspective and apply industry best practices to working with primary and secondary school districts. This enables us to tailor investment programs to fit each client’s specific needs.

Insurance & Self-Insurance

We help insurance and self-insurance clients manage diversified portfolios that are tailored to their individual needs.

Pensions & Other Post-Employment Benefits (OPEB)

Our professionals have a long history of providing outsourced chief investment officer solutions (OCIO) to retirement plans, including defined benefit plans and other post-employment benefit trusts (OPEB).

Public Power

Our client base has provided us with a wealth of knowledge and experience, and we have helped our clients navigate many challenges.

Transportation

We work with transportation entities to invest their operating funds, bond proceeds, pension funds, and OPEB funds. Our clients include large airports, transportation and transit agencies, port authorities, and toll agencies.

Why work with PFMAM?

We have more than 40 years of experience serving the public sector. We combine national perspective with local connection to build tailored, flexible investment solutions across fixed income and multi-asset class strategies. Our focus is on liquidity management, investment-grade fixed income, and OCIO solutions. We look forward to working with you to develop custom solutions to your specific needs.