PFM Advisors' Philosophy

Independence, Objectivity and Focus

• We have no predetermined stable of managers
• We partner with clients to meet their needs
• We take ownership and responsibility for the advice given
• We utilize our investment consulting practice to provide the best asset management solutions for our clients

No Conflicts of Interest

• We do not sell consulting data to managers
• We do not receive compensation through commissions

Access to All Managers

• The money management community has full access to PFM Advisors
• We constantly evaluate new managers
• Our clients currently use more than 100 different managers

Reliability and Customer Satisfaction

• We meet with clients as often as circumstances dictate
• We leverage our clients' invested assets to obtain the best pricing from money managers and custodians