Providing custom investment solutions to enhance your portfolio

What is a Separately Managed Account?

A separately managed account (SMA) is a flexible, professionally managed investment portfolio, either discretionary or non-discretionary, for public sector clients created based on unique investment objectives, risk tolerances, and cashflows. Public Trust will recommend and implement an appropriate strategy for each SMA by constructing a portfolio guided by the governing investment policy or statute.

The funds managed by Public Trust support a broad range of services that are vital to communities both large and small. Our public sector client portfolios consist of operating funds, capital reserves, insurance reserves, proceeds from the sale of bonds, and other funds with an investment horizon of up to ten years.

Determining the strategy that meets your needs

Our team will examine your current financial situation to determine a strategy that will best suit your needs. Our investment strategy is guided by the following:

Common Investment Strategies

Although most of our clients utilize one of the below strategies, we will work with you to ensure that your unique needs are met. Click each strategy to learn more.

Which strategy best fits your needs?

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Your best option is:

Enhanced Cash

Seeks to achieve consistent returns over cach equivalents with low volatility. This is accomplished through sector allocation, security selection, and yield curve positioning, all of which play an important role in helping us build and maintain a yield advantage throughout market cycles. Enhanced cash portfolios work best for funds not needed for six months to one year.

To discover which of our strategies best suits your needs,
select one characteristic from each column below and click submit.
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YOUR BEST OPTION IS:

Enhanced Cash

Seeks to achieve consistent returns over cash equivalents with low volatility. This is accomplished through sector allocation, security selection, and yield curve positioning, all of which play an important role in helping us build and maintain a yield advantage throughout market cycles. Enhanced cash portfolios work best for funds not needed for six months to one year.

Current Economic Releases

Monthly Economic Update

January 2022 Economic Update

After nearly two full years of pandemic-related turmoil, 2022 begins amidst a backdrop of cautious optimism and…

Monthly Economic Update

December 2021 Economic Update

Volatility in financial markets has accelerated since the discovery of the Omicron variant in late November as market participants attempt…

Monthly Economic Update

November 2021 Economic Update

Inflation continues to be front and center in the economic narrative with the reading for October continuing to …

How can we serve you?

Have a question? Send us a message, and we will be in touch.