
About Us

PFM started with the simple insight that governments, non-profits and charitable institutions need independent advice from people they can trust. Advice from people who understand their financial needs and challenges, inside and out. Thanks to an unwavering commitment to putting clients’ interests first, PFM has grown into one of the nation’s leading independent financial and investment advisors. We are asset managers, financial advisors and consultants who work across a range of sectors. Our duty as a fiduciary, combined with our bedrock principles of Ingenuity, Sustainability and Resourcefulness, help us deliver on our promise of advice for people transforming their world.
Resources
Budget Reforecasting Model and Consulting Services
Center for Justice and Safety Finance
Endowments and Foundations Charitable Giving
Escrow Optimization Refunding and Defeasance Costs
Fixed Income Portfolio Management
Investment Solutions for Debt Service Reserve Funds
Investment Solutions for OPEB Trusts
Outsourced Chief Investment Officer
Q&A PFM's Environmental, Social and Governance Capabilities
Special Report - A Steady Hand During Periods of Uncertainty

Contact Us
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