Our Clients

Healthcare

The healthcare landscape constantly evolves to meet the requirements of diverse communities. Our professionals provide investment advice and management in an effort to help our healthcare clients achieve their organizations’ respective missions. This advice is informed by our experience as an advisor to public and non-profit sector institutions for more than 40 years. We partner with our clients to develop strategies for a broad range of mandates including operating funds, strategic reserves, retirement funds, endowments, and foundation assets.

We fully understand the unique financial challenges facing the healthcare industry and develop customized strategies to meet them: short-term cash management, fixed income management, Outsourced Chief Investment Officer (OCIO), ESG mandates, pension/OPEB strategies. Our professionals have served not-for-profit healthcare providers of all sizes ranging from Multi-State health systems to academic medical centers, community hospitals and senior care providers. We have multiple locations across the nation that allow us to locally serve the communities in which we live and work.

Featured Article

Lessons Learned During the Pandemic

This tumultuous period has naturally caused us to thoughtfully reflect on a few lessons as well as what we have seen played out among investors since early 2020

Why work with PFMAM?

With more than 40 years of experience, we serve public sector, non-profit and other institutional clients. We combine national perspective with local connection to build tailored, flexible investment solutions across fixed income and multi-asset class strategies. Our focus is on liquidity management, investment-grade fixed income and outsourced chief investment officer (OCIO) solutions. We look forward to working with you to develop bespoke solutions to your specific needs.