Pension/Endowment/Foundation Funds

Endowments and foundations must carefully balance their investment strategies with their spending policies. And pensions face continuous scrutiny of their investment programs.

PFM Advisors help these entities to navigate these issues and to establish a customized strategy that serves their particular needs and situation.

Our independent approach and unbiased advice has given PFMAM a nationwide reputation for service to pension, endowment and foundation clients. In fact, we currently provide tailored investment consulting to more than 100 Taft- Hartley and not-for-profit accounts.

Our significant public-sector experience enables our team to offer sound guidance to the clients — guidance with an emphasis on safety. Our approach is designed to achieve higher investment returns and reduced volatility when compared to similar funds.