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. 

Meet Our People

We are right around the corner  Contact UsFind Us Locally

Our Solutions

Relevant Articles


InvestEd | ESG Strategies and Key Considerations for Implementing an ESG Approach

PFM works with clients to help them develop and implement ESG solutions customized to their sustainable investment objectives.

Read More

PFM Perspectives Podcast | Incorporating ESG Investing into Multi-Asset Class Portfolios

PFM discusses how investors can build diversified multi-asset class portfolios that uphold ESG standards. 

Read More

Fixed Income Monthly Market Review | February 2021

Fixed Income Monthly Market Review - February 2021

Read More
See All Articles

Meet Our People

Newsletter Sign-up