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Our Solutions
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Our Solutions

Our Solutions

PFM Asset Management is a trusted advisor to public sector, non-profit and other institutional clients looking for tailored, flexible investment advice. Our focus is providing investment-grade fixed income and multi-asset class solutions available in a variety of implementation options. We look forward to learning more about your organization and how we can serve you.

Local Government Investment Pools (LGIPs)

In 1981, our professionals helped to create the first grassroots LGIP. Today we offer a wide suite of advisory and administrative services to programs across the nation.

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Cash & Enhanced Cash Portfolios

We tailor portfolios to match cashflow requirements within each entity’s specific universe of permitted investments. For bond proceeds, we can implement both active and passive strategies.

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Short & Intermediate Term Fixed Income

For funds with investment horizons of up to 10 years, we offer customized, separately-managed account solutions. Investment alternatives include: government-only, government/credit and credit-only portfolios.

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Outsourced Chief Investment Officer (OCIO)

Our approach permits clients to focus on their organization’s objectives for the long term, and implementation options include our Multi-Manager Series Trust, third-party mutual funds and ETFs, and separate accounts.

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Sustainable Investing
 

We have developed customizable and flexible ESG fixed income and Multi-Asset class solutions that can be tailored to meet each client’s sustainable investment goals

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Multi-Manager Mutual Funds
 

Our Multi-Manager Funds utilize passive index management and highly-skilled, third-party investment managers to build diversified portfolios for our clients.

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Stable Value
 

We provide a variety of stable value options in separately managed account form, and can also provide customized solutions based upon a client’s unique requirements.

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Structured Products
 

Our solutions include analysis of a variety of different reinvestment alternatives including structured portfolios, actively-managed portfolios, structured investment agreements, investment pools and other money market instruments.

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Arbitrage Rebate Consulting
 

By proactively addressing arbitrage and tax compliance with our team as its partner, our clients can focus precious time and resources on their day-to-day operations.

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Payment Solutions (P-Card) Program

The PFM Asset Management Payment Solutions (P-Card) Program provides clients with a tool that enables them to receive rebates for their purchases.

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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.

  
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