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 $118.1 billion as of June 30, 2020 and we currently have $41.8 billion in non-discretionary assets under advisement. 

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Relevant Articles

 

PFM Perspectives | Post-Election Recap and Analysis

Investing and attempting to game the implications of a particular election cycle accurately can be challenging, and 2020 has been no exception.

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PFM InvestEd | Understanding Bank Deposits

We explore the earnings credit rate that many banks offer to their institutional depositors.

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Fixed Income Monthly Market Review | November 2020

Fixed Income Monthly Market Review - November 2020

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