Our Clients

Primary & Secondary Education

Our professionals bring a national perspective and industry best practices to working with primary and secondary school districts. This enables us to optimize investment programs to fit each client’s specific requirements. We also understand the investment challenges facing school districts, including the seasonality of cash flows, increasing public scrutiny and ever-increasing demands from stakeholders for additional capital projects, and/or spending against an uncertain state legislative backdrop.

Our strategies are tailored to help school districts manage their investment programs. For bond proceeds such as reserve funds, debt service funds, and construction funds, we can utilize a variety of strategies including customized separately managed accounts for enhanced cash or short-term fixed-income investments. Similarly for operating funds, we build on our robust cash flow analyses to create customized fixed income portfolios that are focused on safeguarding assets and providing ample liquidity.

Why work with PFMAM?

We have more than 40 years of experience serving the public sector. We combine national perspective with local connection to build tailored, flexible investment solutions across fixed income and multi-asset class strategies. Our focus is on liquidity management, investment-grade fixed income, and OCIO solutions. We look forward to working with you to develop custom solutions to your specific needs.