Our Clients

Primary & Secondary Education

Our professionals bring a national perspective and industry best practices to working with primary and secondary school districts. This enables us to optimize investment programs to fit each client’s specific requirements. We also understand the investment challenges facing school districts, including the seasonality of cash flows, increasing public scrutiny and ever-increasing demands from stakeholders for additional capital projects and or spending against an uncertain state legislative backdrop.

Our strategies are tailored to help school districts manage their investment programs. For bond proceeds such as reserve funds, debt service funds, and construction funds, we can utilize a variety of strategies including customized separately managed accounts for enhanced cash or short-term fixed-income investments. Similarly for operating funds, we build on our cash flow analyses to create customized fixed income portfolios that are focused on safeguarding assets and providing ample liquidity.

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.