Endowments, Foundations & Charitable Institutions

An endowment or foundation’s most critical role is the work supporting the institution’s central mission. Our professionals provide a holistic Outsourced Chief Investment Officer (OCIO) solution to build an investment program customized to support that mission.

Closely managing investment portfolios requires valuable time and resources that can divert attention from long-term strategic issues. Our OCIO solution has a proven, long-term track record of more than 25 years, helping all types of endowments and foundations address this gap. With an institutional-only client focus, we serve as an extension of the Investment Committee, acting as an investment fiduciary so that trustees and staff can focus on achieving mission-related objectives. We work with a variety of institutions including:

  • Colleges and Universities (public and private)
  • Community Colleges
  • Community Foundations
  • Charitable Institutions
  • Cultural Organizations (museums, performing arts)
  • Operating and Private Foundations
  • Hospitals
  • Religious Organizations
  • Independent Schools
  • Associations

As part of our comprehensive OCIO solution and investment advisory solutions, we help provide answers to the following questions:

  • Does our portfolio’s current asset allocation match our investment objectives and liquidity requirements?
  • What challenges or causes of financial strain do we face?
  • Does our governance structure allow for timely decision-making amid the rapidly changing market environment?
  • How does our investment program compare to our peers?


Featured Article

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.

Why work with PFMAM?

With more than 40 years of experience, we serve public sector, non-profit and other institutional clients. 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 outsourced chief investment officer (OCIO) solutions. We look forward to working with you to develop bespoke solutions to your specific needs.