We serve over
local governments
As of June 30, 2023
Fund Accounting
Participant Accounting
Transfer Agency
Client Services
Governing Board Support
Sales and Marketing
Portfolio Management
Risk Management
Credit Research
Portfolio Valuation
Reporting
Investment Policy Review
Portfolio Management
Discretionary/Non-discretionary
Risk Management
Credit Research
Portfolio Valuation
Investment Policy Development
Cash Flow Analysis
Customized Reporting
Banking/Custody RFP Consulting
Treasury Management
Public Trust Advisors Chief Executive Officer Tom Jordan provides his thoughts on ten years of operations, celebrates the accomplishments of the firm, and looks to the future.
At Public Trust, our employees are our greatest asset. For our Employee Spotlights, we take a moment to celebrate the accomplishments of our employees outside of the office.
At Public Trust, our employees are our greatest asset. For our Employee Spotlights, we take a moment to celebrate the accomplishments of our employees outside of the office.