Building the public's trust one client at a time

Our Mission

Our mission is to create trusted investment management solutions that safeguard 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 nearly

0

local governments

As of June 30, 2019

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

Get to know the team that serves you

Public Trust in the Community

In the Community

Employee Spotlight: Joe Carroll

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.

In the Community

Core Values

Core values and a strong, well-developed company culture are the foundation of any successful organization. At Public Trust, we empower our employees and foster an environment of trust for the benefit of our relationships with each other and with our clients.

In the Community

The Gift of Giving

Public Trust fosters a culture that is community-minded and values giving back. From our volunteer efforts to our corporate giving, Public Trust aims to make a difference in our office, our communities, and the communities of the people we serve.