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GENERAL INQUIRIES

 

PFM Multi-Manager Series Trust (the "Fund") would like to hear from you. Please take a moment to provide us with comments or questions about the Funds or this website.


If you would like a reply, please remember to include your contact information (phone number, e-mail address, etc.).

 


PROSPECTIVE INVESTORS

 

Looking for more information about the various funds and their benefits? Reach out to one of our representatives in your region.

 

 



Allison Corbally
Director
corballya@pfm.com


Tim Stidham
Director
stidhamt@pfm.com


Perry Giovannelli
Senior Managing Consultant
giovannellip@pfm.com


Nick Kenny
Senior Managing Consultant
kennyn@pfm.com

 

CURRENT INVESTORS

 

Current investors with questions about their account should contact their PFM representative or our Client Service Group for assistance or information.

 

 

Important Disclosure Information
This information does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security by anyone in any jurisdiction in which such offer or solicitation is not authorized, or in which the person making such offer is not qualified to do so, or to anyone to whom it is unlawful to make such an offer or solicitation, or to anyone in any jurisdiction outside the United States. Investors should consider the investment objectives, risks, charges and expenses before investing in any of the PFM Multi-Manager Series Trust (the “Trust”) portfolios (the “Funds”). This and other information about the Funds is available in the Funds’ current Prospectus and Statement of Additional Information which should be read carefully before investing. Each Fund is classified as diversified under the Investment Company Act of 1940, as amended (the “1940 Act”). Each Fund is a series of the Trust that was formed as a Delaware statutory trust on December 21, 2016 under an Agreement and Declaration of Trust (the “Trust Agreement”). The PFM Multi-Manager Domestic Equity Fund (the “Domestic Equity Fund”) will seek to provide long-term capital appreciation. The PFM Multi-Manager International Equity Fund (the “International Equity Fund”) will seek to provide long-term capital appreciation. The PFM Multi-Manager Fixed-Income Fund (the “Fixed-Income Fund”) will seek to maximize total return (capital appreciation and income) consistent with reasonable risk. An investment in a Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Funds are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is a wholly-owned subsidiary of PFM Asset Management LLC.

 

PFM Asset Management LLC (“PFMAM” or the “Adviser”) serves as the investment adviser to the Funds. As part of its management and oversight of the Funds, PFMAM selects investment advisers to serve as sub-advisers, and determines the allocation of each Fund’s assets among the selected sub-advisers. In its discretion, PFMAM may allocate no assets to a given sub-adviser. Each sub-adviser manages a portion of one or more of the Funds.