Investment Consulting - PFM Advisors
PFM Advisors is a division of PFM Asset Management LLC and was built on the premise of providing independent and objective advice to our institutional clients.
We provide investment consulting to the following types of funds:
- Pension Funds
- Defined Benefit
- Defined Contribution
- 401k
- 403b
- 457
| - Deferred Compensation
- Endowment Funds
- Hospital Funds
- Captive Insurance Funds
- Insurance Trusts
- OPEB Trusts
|
Clients
Our clients include:
- Public Funds
- Taft Hartley Funds
- Corporate Funds
| | - Hospital Funds
- University Funds
|
Fund of Funds
PFM Advisors also manages funds of funds for plan sponsors who want to employ minority or emerging managers.
Special Projects
We also provide special services to plan sponsors or trustees of invested assets. These projects include:
- Investment Policy Review
- Asset Allocation Review
- Manager Selection(s)