Investment management services made for your local government
Our Services
Local Government Investment Pool Services
Our local government investment pool services are performance and growth focused. Everything we do is in an effort to maximize investment income returned. We provide back-office technology, distribution & marketing, enhanced investment strategies, and exceptional client service.
Separately Managed Account Services
Our separately managed account services are designed to provide conservative, client-centered investment management and advisory solutions for public sector and institutional clients. Our client-specific approach seeks to safely control portfolio risks within the parameters established by each client while striving to maximize earnings and investment return.
We provide unique investment portfolios, strategic investment advice, tailored reporting solutions, and treasury management consulting services to help our clients meet their investment objectives and goals.
Serving You Better
High Performance
The simple fact is that more investment income earned can equal more projects funded for your community.
Exceptional Client Service
With dedicated client service individuals, you can rest assured that questions and needs are met.
Low Cost
We aim to provide high quality services at a low cost to the overcharged and under- serviced public sector.
Features Designed with You in Mind
- Fully Customized Investment Solutions
- Comprehensive Reporting
- Proprietary Cash Flow Modeling
- Online Transaction Reporting
- Focused, Aligned Sales & Marketing
- Growth Focused
- Optimized Bond Proceed Analytics
- Investment Policy Development
- Client-Specific Investment Training
GIPS Compliance:
Public Trust is a registered investment adviser with the U.S. Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Public Trust, founded and organized in the state of Colorado in 2011, provides fixed income investment advisory services to a variety of investors. Please email info@publictrustadvisors.com for GIPS-compliant performance information for the firm’s strategies and products. Public Trust Advisors, LLC claims compliance with Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization nor does it warrant the accuracy or quality of the content contained herein.