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The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of municipal finance officers and institutional investors for many years. On the Financial Advisory side, Public Financial Management, Inc. is staffed with individuals possessing intimate knowledge of their field of specialization, whether it be healthcare, higher education, transportation, school finance, or many other areas. At the same time, these individuals are supported by PFM's extensive resources in debt and credit structuring and management. PFM Asset Management LLC clients are supported by an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives. All clients benefit from the coordinated efforts of an engagement team combining both local knowledge and experience and our deep resources nationwide. This team approach provides clients with close personal attention while leveraging PFM's broad reach in the industry.
The Coterie is a financial software company that offers access to venture capital investments, estate planning strategies, and lending products.
Pac West Financial Management is a Phoenix, AZ-based company in the Financial Services sector.
Oak Ridge Investments is a Chicago, IL-based company in the Financial Services sector.
MicroEnergy Credits is a social enterprise which links microfinance institutions to the carbon markets when they lend for clean energy. For example, when an MFI gives a loan for a clean energy system such as a solar home system, LED lantern, improved cookstove or biogas digester, we pass carbon revenues on to the MFI. The MFI can then use the revenue to offset their costs of running the clean energy program, or they can pass the savings on to the client in the form of reduced interest rates, free battery replacements or other benefits.