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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.

Business analytics intelligence concept, financial charts to analyze profit and finance.

15 Tips to Fine-Tune Your Investment Policy

Updating your investment policy can be a time consuming task. To help, Public Trust Advisors has put together fifteen recommendations that can be used as a checklist to revisit your investment policy today!


The Down & Dirty of Cash Flow Analysis

Cash flow analysis plays an important factor in the selection of investment options and serves as the basis for proper liquidity. From a few questions to ask to six steps to creating a cash flow analysis, Public Trust has you covered!


The Valuation Showdown: Mark-to-Market vs Amortized Cost

When it comes to determining the value of assets held within LGIP portfolios for reporting purposes, there are two common methods: mark-to-market and amortized cost. In this article, we examine which method we believe is better and why.

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