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 $120.6 billion as of December 31, 2020 and we currently have $43.4 billion in non-discretionary assets under advisement. 

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InvestEd | Multi-Asset Class Minority Manager Investing

The rise in ESG investing has driven an increased awareness of and interest in minority-owned investment firms.

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PFM Perspectives Podcast | Treasury Management in a Changing World

David Walters discusses how higher education institutions and their treasury departments can adapt to the new realities of a changing landscape.

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Fixed Income Monthly Market Review | March 2021

Fixed Income Monthly Market Review - March 2021

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