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The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of municipal finance officers and institutional investors for many years. On the Financial Advisory side, Public Financial Management, Inc. is staffed with individuals possessing intimate knowledge of their field of specialization, whether it be healthcare, higher education, transportation, school finance, or many other areas. At the same time, these individuals are supported by PFM's extensive resources in debt and credit structuring and management. PFM Asset Management LLC clients are supported by an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives. All clients benefit from the coordinated efforts of an engagement team combining both local knowledge and experience and our deep resources nationwide. This team approach provides clients with close personal attention while leveraging PFM's broad reach in the industry.
Insurance Office of America is a full-service insurance agency and was founded in 1988. First recognized as one of the top 100 U.S. insurance brokers in the year 2000, we are a privately-held agency and one of the largest in the country. We are currently the 11th largest privately-held agency by Insurance Journal, and the 27th largest U.S. broker according to Business Insurance magazine.
CertusBank, N.A. is a full-service, nationally chartered bank, with $1.8 billion in assets. Headquartered in Greenville, South Carolina, with secondary corporate offices in Atlanta, Georgia and Charlotte, North Carolina, the bank currently operates 31 retail branches in the Carolinas, Florida, and Georgia and offers access to over 50,000 surcharge free ATMs. CertusBank, N.A. is a subsidiary of CertusHoldings, Inc. (formerly Blue Ridge Holdings, Inc.) headquartered in Atlanta, Georgia and was created by former executives from Bank of America and Wachovia.
The Dreyfus Corporation is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about The Dreyfus Corporation, please visit www.dreyfus.com
Omnex Group is a Englewood Cliffs, NJ-based company in the Financial Services sector.