PFM Advisors' Clients

PFM Advisors provides comprehensive independent investment consulting services and managed account solutions to more than 75 retainer clients, as well as project work including:

Public Pension Plans
PFM Advisors is nationally recognized for its work with under-funded pension plans in the public marketplace. Knowing that public officials are subject to more scrutiny than their counterparts in the private sector, PFM Advisors takes special care to counsel Pension Board members in order to avoid investments that could result in unnecessary risk or violation of local, state or federal statutes.

Taft-Hartley Plans
PFM Advisors' success in growing its Taft-Hartley practice hinges on its ability to distill complex investment related issues into a format that is readily understood by labor and management trustees. We seek to educate clients about current and future trends in the investment industry. By focusing the board's attention on strict adherence to the consulting process, PFM Advisors' Taft-Hartley clients have enjoyed higher investment returns and reduced volatility when compared to other similar funds.

Hospital/Healthcare Organizations
PFM Advisors recognizes the special needs of healthcare institutions in achieving both their financial and investment goals. By understanding the specific objectives of a hospital's pension, endowment and operating funds, PFM Advisors has helped numerous healthcare organizations achieve their investment objectives.

Endowments and Foundations
The balance between spending policies and investment strategies is a very critical issue for endowments and foundations. PFM Advisors helps clients in this arena understand how these two issues are integrated and how best to achieve both their investment and their organizational goals.

Corporate Funds
Keeping corporate contributions to a minimum while meeting or exceeding investment rate assumptions is a primary objective for our corporate pension clients. By implementing a disciplined structure for setting priorities, diversifying assets and monitoring results, PFM Advisors' investment consulting process can have a positive impact on a corporation's bottom line.

Other Post Employment Benefits Trusts (OPEB)
OPEB obligation management is potentially the largest financial issue many public employers will have to manage over the coming decade. For these clients, PFM Advisors offers clients broad expertise in public sector financial advisory and experienced investment management services. This enables PFM to provide the critical planning services and asset management that assists public employers in making reasoned decisions regarding benefits, funding and financing alternatives, account structure, asset management and communication. Click Here for more information on OPEB.

Defined Contribution and Deferred Compensation Plans
The differences between pension plans and participant directed retirement plans are numerous. Unlike many consultants, PFM Advisors recognizes these inherent differences and approaches them in a different way. We analyze participant directed plans as a fiduciary would, reviewing not only the investments, but also fees, participant services and sponsor services. By taking this more holistic approach to the review, we can educate and inform the plan sponsor about the broader participant issues that should be in their focus regarding their 403(b), 457 and 401(k) plans.