Building the public's trust one client at a time
Our Mission
Our mission is to create trusted investment management solutions that prioritizes safeguarding our clients’ assets and provide competitive market returns while delivering an exceptional customer experience. Through our team approach, our goal is to strengthen local communities nationwide.
We believe that investment management services for the public sector should grow your community while putting your local government first.
We serve over
local governments
As of September 30, 2024
Our Services
Fund Administration
Fund Accounting
Participant Accounting
Transfer Agency
Client Services
Governing Board Support
Sales and Marketing
Investment Advisory
Portfolio Management
Risk Management
Credit Research
Portfolio Valuation
Reporting
Investment Policy Review
Individual Portfolio Management
Portfolio Management
Discretionary/Non-discretionary
Risk Management
Credit Research
Portfolio Valuation
Complementary Services
Investment Policy Development
Cash Flow Analysis
Customized Reporting
Banking/Custody RFP Consulting
Treasury Management
Public Trust Combines With PMA
Public Trust and the family of PMA companies combined organizations in October 2024. Together, Public Trust and PMA will provide comprehensive financial solutions and liquidity management programs to public entities and financial institutions to help strengthen communities from coast to coast. Learn more.