" SMA Services – Public Trust Advisors

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

Battling Inflation: No Pain, No Gain

While the labor market remains strong, recent data suggests that it could be starting to cool. The labor market has proven resilient in this high-inflation …

Monthly Economic Update

The Fed’s Near-Term Battle With Inflation

The markets continue to speculate on the appropriate course of action for the Federal Reserve as it struggles to get inflation under control.

Monthly Economic Update

November 2022 Economic Update

U.S. GDP growth bounced back in the third quarter snapping that two-quarter contraction that caused a technical recession.

How can we serve you?

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