Our Clients

State & Local Governments

Since we began offering investment advisory solutions in 1980, our primary focus has been on serving the public sector. Our resources and tools are built to evaluate investments with the risk tolerances, investment horizons, investment criteria and stakeholder views that public funds investors are required to adhere to.

Our experience in working with cities, counties, townships and other localities across the nation provides us with localized knowledge of investment policies and a deep understanding of the context in which finance directors, treasurers and other officials operate. We understand the challenges you face in investing operating funds, bond proceeds, reserve, retirement and other funds. Our process involves detailed cash flow analyses, understanding of state or entity-specific investment code and a holistic view of the organization’s finances.

Nationally, we are active participants in government organizations like the Government Finance Officers Association (GFOA) and its Committee on Treasury and Investment Management, helping to develop GFOA’s best practices related to investing public funds.

Featured Article

Short Duration Strategies are Worth a Look

The current environment caused many investors to ponder ways to generate positive returns, particularly those that operate in the world of fixed-income.

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.