Products and Services

Whether you are seeking investment management services, financial advisory services -- or perhaps both, The PFM Group can assist you with all of your financial needs.

As a firm, The PFM Group is committed to maintaining our extensive breadth and depth of expertise to fully serve all of our clients. We recognize each client is different and, depending upon industry, law, region and other factors, one solution may not work for all.

Our unique structure, consisting of these two affiliates, enables us to customize our products and services to best fit each client:

PFM Asset Management LLC is devoted primarily to providing investment advice and portfolio management for governmental and not-for-profit organizations, corporations, pension funds and other institutions.

Public Financial Management engages in capital planning, revenue forecasting and evaluation, resource allocation, structuring, documentation and execution.

Our clients are able to draw upon any combination of these resources as needed. In order to best serve our clients, we develop and maintain expertise in all phases of the business. 

We offer sophisticated and thorough technical analysis and advice, but we do not limit ourselves to advocating any one particular methodology. In fact, PFM is well versed in each technique available to the market at any given time.  We approach our clients' needs with their interests at the forefront, not with a single solution in mind.

PFM seeks to blend our national experience with specialized functional expertise, regional knowledge and local perspective.  PFM has developed individual practices dedicated to this specialized knowledge and expertise. We serve every type of client including states, territories, authorities, counties, municipalities, townships, school districts, corporations, not-for-profit organizations, pension funds and other institutions.

Learn more about our Asset Management or Financial Management services.