Institutional Investment Consulting

Our Expertise

As one of the nation’s largest independent investment advisory firms*, we’re dedicated to helping institutional investors achieve investment program success, fulfill their fiduciary responsibilities, and advance their missions.

Our services include asset allocation development and investment policy design; manager search, selection, and oversight; and ongoing portfolio monitoring and risk management. Supported by a robust in-house investment research group, our investment consulting team develops integrated investment strategies that help protect assets, minimize risk, adhere with changing regulations and compliance requirements, and accomplish your financial goals. 

We’ll customize solutions for your organization by reviewing your financial statements, spending policies, cash reserves and operational dependencies, risk tolerances, liquidity needs, and other ongoing commitments. Our independent and product-free structure ensures that we’re providing you with completely objective financial guidance, serving as a trusted advisor with your organization’s best interests in mind.

Our experts are supported by Plante Moran, one of the largest audit, tax, and consulting firms in the country, making us uniquely qualified to understand your organization and deliver a holistic approach to every client experience. 

*1st on the list of CPA firms ranked by assets under management — Accounting Today, June 2022. Ranked on the list of "The Top 100 Wealth Managers"— RIA Channel, 2021. Ranked on the list of "The Top 100 RIA Firms" — Barron’s September 2022. Ranked on the list of "Best in State Wealth Advisors" — Forbes, February 2019.

Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.


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Client Experience

Trusted advisor support with your best interest in mind

The greatest value we provide to clients is our team of professionals. We enter into each relationship with the intention of serving as a trusted advisor to our clients’ executives, boards, committee members, and stakeholders and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your organization’s goals.