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 December 31, 2023

Our Services

Get to know the team that serves you

Public Trust in the Community

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