Public Trust Advisors Announces New Vice President in Arizona
Public Trust Advisors is pleased to announce the newest member of the National Sales – SMA team, Ash Mehta. He will be based in Arizona.
Core Values
Core values and a strong, well-developed company culture are the foundation of any successful organization. At Public Trust, we empower our employees and foster an environment of trust for the benefit of our relationships with each other and with our clients.
Public Trust Advisors Announces Two New Vice Presidents in Colorado
Public Trust Advisors is pleased to announce two new members of the National Sales – LGIP team, Dylana Gross and Brent Turner. They will be based in Colorado.
Public Trust Announces SSAE 18 Compliance for LGIP Operations
Public Trust is pleased to announce the successful completion of a Statement on Standards for Attestation Engagements (SSAE 18) SOC 1 Type II audit. Read more.
Employee Spotlight: Joe Carroll
At Public Trust, our employees are our greatest asset. For our Employee Spotlights, we take a moment to celebrate the accomplishments of our employees outside of the office.
The Gift of Giving
Public Trust fosters a culture that is community-minded and values giving back. From our volunteer efforts to our corporate giving, Public Trust aims to make a difference in our office, our communities, and the communities of the people we serve.
Four Helpful Hints for Evaluating a Bank
One of the most important choices both individuals and organizations can make is their choice of bank. Public Trust has compiled four simple tips to help you evaluate your bank of choice and make sure you’re getting the most bang for your buck.
Five Ways to Protect Your Organization from Fraud
Fraud has increasingly become a part of everyday life for individuals and businesses with the methods becoming more sophisticated each year. In fact, 63% of businesses said they experienced the same or more fraud losses in the past twelve months according to a 2018 Global Fraud Report by Experian. As such, Public Trust Advisors, LLC (Public Trust) has compiled the top five ways from industry experts to predict, prevent, and protect your organization from fraud.
Q&A With Our Portfolio Managers, Randy and Neil
We are pleased to feature a Q&A interview by Emmie Madison, Content Writer for Public Trust Advisors, LLC (Public Trust), with Portfolio Managers Neil Waud and Randy Palomba. We discussed their experience, the economic landscape, and managing local government funds.