Investment Management

PFM Asset Management LLC manages separate accounts for more than 200 public sector and other institutional clients, and provides investment management services for the benefit of over 5,000 additional investors through pooled investment funds.

Separately managed accounts range in size from about $25 million to more than $500 million.

PFMAM and its predecessors have managed short and intermediate-term fixed income portfolios since 1980. The accounts under management consist of operating funds, capital reserves, insurance reserves, proceeds from the sale of bonds, and other funds with an investment horizon of overnight to 10 years.

A hallmark of our approach is that it is customized to the interest of the investment policies and objectives of each client, rather than being part of a benchmark-specific product line.

Investment management is part of the comprehensive PFM Group approach to advising public agencies on asset and debt management and capital and strategic planning.