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
local governments
As of March 31, 2020
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 in the Community
Employee Spotlight: Steve Dixon
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.
Supporting our Communities Impacted by COVID-19
During times of uncertainty, helping our neighbors and our communities becomes more important than ever. Public Trust Advisors is committed to helping our communities across the nation.
Employee Spotlight: Karen Proctor
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.