Search Home Who We Serve Endowments & Foundations Sector Endowments & Foundations Contact UsFind Us Locally An endowment or a foundation’s most critical role is the work supporting their central mission. Closely managing investment portfolios requires time and resources that can divert attention unnecessarily, even when board members possess high levels of investment expertise. Our asset management practice has a proven, long-term track record of helping all types of endowments and foundations address this gap. With an institutional client focus, we serve as an extension of the Board of Directors, acting as the investment fiduciary so our clients can focus on the work that is most important to them. For more than 20 years, our professionals have partnered with endowments and foundations to develop comprehensive investment programs that are cost-effective and tailored to their unique missions. We can help answer fundamental questions, such as: Does our portfolio’s current asset allocation match our investment objectives and liquidity needs? What challenges or causes of financial strain do we face? Does our governance structure allow for timely decision-making amid the rapidly changing market environment? How does our investment program compare to our peers? Do our current and potential donors have confidence in the strategic partners that we’ve selected? Meet Our People Name Position Location Khalid Yasin, CIMA, CHP yasink@pfm.com 407.406.5755 Director Orlando East (fka Fishkind and Associates) CB Carol Barbour barbourc@pfm.com 312.523.2429 Director Chicago Bikram Chadha chadhab@pfm.com 215.814.1942 Director Philadelphia Mallory Sampson, CFP sampsonm@pfm.com 512.614.5336 Senior Managing Consultant Austin Our Directory Newsletter Sign-up Sign-up Newsletter Sign-up Privacy Disclosures Terms and Conditions Sitemap Bond Calendar Join Us On

Search Home Who We Serve Charitable Institutions Sector Charitable Institutions Contact UsFind Us Locally PFM professionals have over 32 years of experience in providing investment management, financial advisory services and financial modeling/analytical services to charitable institutions. Our strong background in this specialized area gives us an in-depth understanding of the specific challenges facing charitable institutions and informs our approach to providing financial consulting services. Additionally, our asset management practice manages funds for many not-for-profit entities, several of which are higher education endowment/foundation funds. We provide discretionary fixed-income management services, outsourced Chief Investment Officer services and investment consulting services to these clients. These clients represent approximately 10% of our current client base. Meet Our People Name Position Location Shannon Jacobson jacobsons@pfm.com 312.523.2437 Senior Managing Consultant Chicago George Hu hug@pfm.com 215.557.1255 Senior Managing Consultant Philadelphia Bjorn Reigle reigleb@pfm.com 704.319.7929 Managing Director Charlotte Our Directory Newsletter Sign-up Sign-up Newsletter Sign-up Privacy Disclosures Terms and Conditions Sitemap Bond Calendar Join Us On