PFM is the nation's largest independent financial advisor in the tax-exempt bond market. We are not underwriters. We do not make money on bonds sold or investments recommended. We are not broker dealers who sell securities from our own portfolio.
Independence is the corner stone of our practice.
PFM is involved in the capital markets on a daily basis and offers its clients professional resources which equal or surpass those of any investment banking firm without the conflict of interest that underwriting firms bring to the table. The financial advisory business is a business of ideas. PFM is a firm whose very culture is designed to explore these ideas and push them to the limits of their effectiveness on behalf of our clients. It is this, rather than our resume, that sets us apart from other providers of financial services. We believe we have an impressive resume of capabilities, experience and qualifications, but it is our ideas that set us apart.