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.

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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.

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Serving You Better

High Performance

The simple fact is that more investment income earned equals 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 a complete list and description of all the firm’s composites or to obtain a compliant presentation. Public Trust Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®).

“At every step, our goal is to service our clients' individual investment needs and ensure exceptional service through our strong and longstanding relationships. ”
— Thomas Jordan, CEO