Building the public's trust one client at a time
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
As of June 30, 2019
Governing Board Support
Sales and Marketing
Investment Policy Review
Individual Portfolio Management
Investment Policy Development
Cash Flow Analysis
Banking/Custody RFP Consulting
Get to know the team that serves you
Public Trust in the Community
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 spirit of the holiday season, Public Trust recently sponsored and volunteered their time at Operation Homefront’s Holiday Meals for Military event!
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.