Learn more about the sectors we serve

Charitable Institutions

Jan 18, 2017, 08:51 AM
Title : Charitable Institutions
Sort Order : 120
Featured Order :

PFM professionals have over 32 years of experience in providing investment management, financial advisory services and financial modeling/analytical services to charitable institutions. Our strong background in this specialized area gives us an in-depth understanding of the specific challenges facing charitable institutions and informs our approach to providing financial consulting services.

Additionally, our asset management practice manages funds for many not-for-profit entities, several of which are higher education endowment/foundation funds. We provide discretionary fixed-income management services, outsourced Chief Investment Officer services and investment consulting services to these clients. These clients represent approximately 10% of our current client base.

Use our in-depth understanding of the specific challenges facing not-for-profits to your advantage

Featured Article :
Load more comments
Comment by from


Where will you find certainty in uncertain times?

At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.

Our asset managers, financial advisors and consultants partner with clients large and small to transform their world. Beyond superior financial advice and disciplined management, we offer tailored creative consultation that empowers, mobilizes and educates—which, in turn, ensures sustainable outcomes.

Simply put, we provide visionaries the lens to a brighter future.

Which explains why hundreds of state and local governments, health systems, universities, school districts, banks and non-profit agencies trust PFM as their companion when navigating change and achieving tomorrow’s goals.

Let us help your dreams take flight.

Ingenuity. Sustainability. Resourcefulness. That’s PFM.

For More Information

Consult one of our professionals