Asset Management

PFM provides portfolio management and investment advice for non-profits, charitable institutions and other institutional clients. We have a strong history of providing flexible solutions across both fixed income and multi asset class portfolios. Our discretionary assets under management have grown from $1 billion in 1986 to $125.9 billion as of June 30, 2021 and we currently have $44.4 billion in non-discretionary assets under advisement. 

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InvestEd | Lessons Learned During the Pandemic

This tumultuous period has naturally caused us to thoughtfully reflect on a few lessons as well as what we have seen played out among investors since early 2020. 

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PFM Perspectives Podcast | Listening In: Short Duration Strategies

James Sims discusses why you might consider low or short duration investment strategies in today's low interest environment. 

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Fixed Income Monthly Market Review | September 2021

Fixed Income Monthly Market Review - September 2021

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