PFM Asset Management

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.

PFM is a nationally recognized financial advisory firm providing portfolio management and investment advice for state and local governments, non-profits, charitable institutions and other institutional clients. We have a strong history of providing flexible solutions across both fixed income and multi asset class portfolios. Our discretionary assets under management are $120.6 billion as of December 31, 2020 and we currently have $43.4 billion in non-discretionary assets under advisement.

PFM serves as investment advisor and/or administrator to numerous statewide LGIPs throughout the country. These offer comprehensive investment solutions for both operating funds and bond proceeds and provide options ranging from fully liquid cash management to a fixed rate, fixed-term investment.