Asset Management

PFM Asset Management LLC (PFMAM) has a history of more than 25 years providing investment advice and portfolio management for government and not-for-profit organizations, corporations, pension funds and other institutions.

As an investment manager, PFMAM brings a comprehensive approach to the business of money management.  PFMAM manages both pooled investment funds and individual client portfolios designed to earn competitive yields, while maximizing safety and liquidity.  Our clients benefit from our ability to provide a broad spectrum of services, including portfolio design, timely market-driven portfolio management, state-of-the-art accounting and arbitrage rebate calculation services.

PFMAM also manages multi-asset class portfolios for pension, endowment and foundation funds and for trusts established to fund other post-employment benefits (OPEB) funds.

In addition, we provide investment consulting advice, assisting clients by  developing or reviewing investment policies, recommending investment strategies, aiding in investment manager selection, performing cash-flow forecasting and portfolio valuation and monitoring performance.

The value of this service to clients is evident in the growth of assets under our management, from $1 billion in 1986 to more than $32 billion at the close of 2007.

PFM Asset Management LLC is registered under the Investment Advisers Act of 1940.  A copy of its Form ADV, Part II is available upon request.