PFI Strategies
PFI Strategies is in the business of “finding money” in an institution’s operational and reserve funds. We also love to make Treasurers and Financial Officers look good and help public fund investors avoid the heartache of poor investment decisions, which everyone makes from time to time.
Although we have experience with larger portfolios, our passion is providing exceptional service to smaller cities, counties, and communities.
Jim Koetting (click for bio) is president and founder of PFI Strategies and is the author of Public Fund Investing for Dummies. Mr. Koetting currently works with public institutions to reduce negative arbitrage accumulated in their debt service reserve funds. He also helps financial officers create and implement investment strategies for their operational reserve funds.
In working with institutions we find that there is no shortage of banks, brokerages, and investment advisors offering all kinds of products for your money. While every firm is happy to provide bids and invest your money, not many will help you with a comprehensive investment strategy.
PFI Strategies has a team approach when looking at your investments. One part of the team is looks at your strategy while the other part of the team goes out for bids on appropriate investments. |
