PFM

Financial services for asset management and advisory

Philadelphia, Pennsylvania, United States

Visit Website View Jobs

About PFM

PFM offers financial services including asset management, financial advisory, and consulting, primarily for public sector clients like governments and educational institutions. Their services help clients with investment advice, financial planning, and retirement planning, tailored to meet specific needs. PFM stands out from competitors with its deep expertise in public finance and a client-focused approach, providing specialized teams for areas like transportation finance and economic consulting. The company's goal is to be a trusted partner in the public finance sector, assisting clients in navigating complex financial landscapes.

Philadelphia, PennsylvaniaHeadquarters
1975Year Founded
ACQUISITIONCompany Stage
Consulting, Financial ServicesIndustries
501-1,000Employees

Benefits

Health Insurance
Life Insurance
Disability Insurance
Parental Leave
Paid Vacation
Paid Sick Leave
Performance Bonus

Risks

AI-driven advisory services threaten PFM's traditional business model.
U.S. Bancorp's acquisition may affect PFM's operational independence and client trust.
Failure to meet ESG standards could harm PFM's reputation in sustainable investing.

Differentiation

PFM specializes in public finance, serving diverse clients like governments and nonprofits.
PFM offers tailored financial solutions, including ESG and transportation finance expertise.
PFM's client-focused approach ensures customized financial strategies for unique client needs.

Upsides

Growing demand for ESG solutions boosts PFM's sustainable investment offerings.
Public-private partnerships create new opportunities for PFM's transportation finance team.
Digital advisory platforms expand PFM's reach and complement traditional services.