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Contact Us


PFM serves as the Trust's Investment Adviser and Program Administrator. To find out more about how the Trust can meet your needs, please call 1-800-731-6830. 

For customer service:  

PFM Asset Management LLC
P.O. Box 11760
Harrisburg, PA 17108-1760
Toll-free: 800-731-6830 Option 2
Phone: 717-724-4991 Option 2
Fax:  888-535-0120
e-mail: ClientServices@ipdlaf.org  

 

For information regarding Fixed Term Portfolios:  

PFM Asset Management LLC
P.O. Box 11760
Harrisburg, PA 17108-1760 
800-731-6830 Option 3
e-mail: ClientServices@ipdlaf.org 

 

For fund sales:  

PFM Fund Distributors, Inc.
213 Market Street 
Harrisburg, PA 17101
800-731-6830
e-mail: FundSales@ipdlaf.org 

RoleProgram Contacts
Relationship Managers 

Jeffrey Schroeder – Managing Director 312.523.2423 schroederj@pfm.com

 

Michelle Binns – Senior Managing Consultant 312.523.2428 binnsm@pfm.com

 

Spiro Hountalas – Senior Managing Consultant 312.523.2440 hountalass@pfm.com

 

Matthew Hanigan – Senior Managing Consultant 312.523.2430 haniganm@pfm.com

Client Service Group

800-731-6870 – Option 2

csgmidwestregion@pfm.com

Amber Cannegieter | Scott Bilheimer | Melissa Rodgers |
Rickey Lummus | Eric Hudspath

 

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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Trust’s investment objectives, risks, charges and expenses before investing in the Trust. This and other information about the Trust is available in the Trust’s current Information Statement, which should be read carefully before investing. A copy of the Trust’s Information Statement may be obtained by calling 1-800-731-6870 for the IIIT Class and 1-800-731-6830 for the IPDLAF+ Class and is available on the Trust’s website at www.iiit.us and www.ipdlaf.org. While both the IIIT and IPDLAF+ Classes of the Illinois Portfolio seek to maintain a stable net asset value of $1.00 per share and the Illinois TERM series seek to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Trust. An investment in the Trust is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Trust 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.

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