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PFM Asset Management, LLC

QEI Executive Level
PFM Asset Management LLC (PFMAM), part of the PFM Group of companies, is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940 and is a leading provider of independent investment advisory services to self-insurance pools, state and local governments, not-for-profit organizations, pension funds, and other institutional investors. Managing assets since 1980, PFMAM is a leading money manager in the U.S., and currently manages over $47 billion in assets as of December 31, 2012. Since its inception, PFMAM has been known for its tradition of thoughtful innovation combined with an abiding dedication to preserving client capital.

PFMAM believes in a liability-driven approach; therefore, we will customize investment strategies according to the distinct return objectives and risk tolerance of a self-insurance pool. This approach can include a combination of PFMAM’s managed portfolio solutions—from cash management and tailored fixed-income portfolios to multi-asset class management approaches (which can include fixed-income, equity, global, and alternative investments). We do not believe that “one size fits all.” Instead, our strategies are customized to incorporate inputs from clients’ actuarial reports, cash flow needs, and risk tolerance.

We have over two decades of experience managing money for governmental risk-sharing pools, and have gained a deep understanding of their policies, guidelines, and philosophies. As of December 31, 2012, PFMAM managed $3.7 billion for insurance and self-insurance clients across the nation using our fixed-income and multi-asset class management strategies. To learn more about PFMAM and its services, please contact Brian Quinn, Director, at quinnb@pfm.com.