Our Solutions

Short & Intermediate Term Fixed Income

For institutional clients with investment horizons out to 10 years, we offer a variety of customized, separately managed account solutions in both the government and credit space. With more than 40 years of experience managing public sector assets, we tailor client investment programs (including operating funds, capital reserves, insurance reserves, bond proceeds and other funds) using a holistic approach that focuses on safety, liquidity and yield.

Our process starts with a deep understanding of each institution’s specific investment requirements, objectives, policy and time horizon. We utilize a hybrid bottom-up and top-down approach to provide a variety of different investment-grade fixed income strategies, informed by our in-house Credit Committee. This team determines the firm’s overall view of each corporate issuer through rigorous research and proprietary ratings criteria.

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.