Specialized Services

We have the resources and analytical experience to help clients manage risk while adhering to regulatory requirements. We actively monitor the markets for both competitive and negotiated transactions so our clients are fully informed as consider hedging their interest rate risk exposure.

We have a strong, enduring reputation and commitment to integrity, fair dealing and compliance with the securities and arbitrage laws. In accordance with the Dodd-Frank Act of 2010, PFM’s derivatives advisory practice can act as the Qualified Independent Representative and Designated Evaluation Agent on behalf of our clients.

We are not a derivatives broker or dealer, and we do not act as principal or counter-party for any transactions. What this means is that we act independently serving only one interest—yours.

We have a comprehensive set of services designed to meet client needs, with the important understanding that ensuring the security of these benefits is not simply a math problem.

PFM’s retirement finance group includes members from our financial advisory and consulting practice who specialize in retirement finance. 

We assist clients in a wide variety of ways from evaluating and constructing benefit plans that balance stakeholder needs, to creating multi-faceted views of funding plans.

Our proprietary retirement funding model uses actuarial data from pension and OPEB plans to construct a multi-faceted view, helping our clients fully evaluate and quantify the costs and benefits of various funding strategies. We help clients take the guesswork out of their futures.

In addition to their consulting work, the Economic and Real Estate Consulting  (ERC) Team, as part of PFMGC, provides services to special taxing districts, local governments and redevelopment agencies. In this capacity the team provides special district management and reporting services, operational administration, accounting and tax roll services.