Services

With more than a quarter century of history, PFM Asset Management LLC (PFMAM) has built an integrated investment enterprise that is deeply rooted in a fundamental commitment to independence, objectivity, and serving our clients' best interests.

This focus leads to the long-term investment performance, careful risk controls, and professional, personalized service that our government, corporate, union, and non-profit clients appreciate most. Our range of products reflects both the broad and diverse talents of our investment professionals and our desire to exceed the expectations of our clients.

Our core business involves developing and managing customized short-and intermediate-term fixed income portfolios. PFMAM currently manages more than $32 billion in assets and provides non-discretionary advice for an additional $4 billion in fixed income securities.

We also manage long term multi-asset class accounts for OPEB, pension, endowment and similar funds, employing specialized managers to provide a comprehensive investment solution.

Our team of portfolio managers, analysts and traders seeks to generate above-average returns combined with lower volatility than comparable benchmarks, and to do so within the safety and liquidity constraints mandated by each client's circumstances.

Clients can access our investment management expertise through multiple investment approaches:

• Investment Management
  - Short Term Cash
  - Separate Accounts
  - Bond Proceeds Management
  - Local Government Investment Pools
  - Managed Accounts Program
  - OPEB Investments
• Investment Consulting - PFM Advisors
• Specialized Investment Services
  - Arbitrage Rebate
  - Escrow Structuring
  - Guaranteed Investment Contracts
  - Swaps
  - SwapViewer™